Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,648 | $101,069-17.2% | $81,478+2.7% | $147,584-43.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 68.0%-3.7pp | 82.8%-18.5pp |
| Annual return | 9.71% | 32.40%-22.7pp | 38.78%-29.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,906 | $3,205-9.3% | $2,568+13.2% | $4,876-40.4% |
| Participant deferral / active EE | $1,400 | $4,242-67.0% | $3,537-60.4% | $5,439-74.3% |
| Admin fee / account holder | $2,853 | $5,812-50.9% | $4,561-37.4% | $10,885-73.8% |