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 | $88,223 | $47,944+84.0% | $67,834+30.1% | $62,891+40.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | 7.91% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,213 | $1,562+41.7% | $2,403-7.9% | $2,281-3.0% |
| Participant deferral / active EE | $4,830 | $2,247+115.0% | $3,160+52.9% | $3,203+50.8% |
| Admin fee / account holder | $3,599 | $3,712-3.0% | $4,622-22.1% | $4,296-16.2% |