Filed November 28, 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 | $161,323 | $133,958+20.4% | $112,228+43.7% | $134,475+20.0% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.1%-27.4pp | 81.2%-33.6pp |
| Annual return | -7.78% | 47.11%-54.9pp | 27.45%-35.2pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,199 | $4,038-45.6% | $3,635-39.5% | $4,740-53.6% |
| Participant deferral / active EE | $5,457 | $5,291+3.1% | $4,728+15.4% | $6,400-14.7% |
| Admin fee / account holder | $157,658 | $7,489+2005.3% | $6,410+2359.5% | $11,426+1279.8% |