Filed October 18, 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 | $51,499 | $41,377+24.5% | $109,313-52.9% | $62,891-18.1% |
| Participation rate | 41.1% | 57.5%-16.5pp | 71.3%-30.2pp | 69.3%-28.3pp |
| Annual return | 6.70% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $899 | $1,276-29.5% | $3,892-76.9% | $2,281-60.6% |
| Participant deferral / active EE | $2,159 | $2,045+5.6% | $3,166-31.8% | $3,203-32.6% |
| Admin fee / account holder | $3,330 | $2,884+15.5% | $5,666-41.2% | $4,296-22.5% |