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 | $94,260 | $142,405-33.8% | $115,157-18.1% | $152,861-38.3% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.4%-40.8pp |
| Annual return | 19.36% | 41.48%-22.1pp | 35.60%-16.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $835 | $4,010-79.2% | $3,179-73.7% | $4,762-82.5% |
| Participant deferral / active EE | $2,575 | $5,164-50.1% | $4,168-38.2% | $5,850-56.0% |
| Admin fee / account holder | $824 | $8,462-90.3% | $7,088-88.4% | $11,596-92.9% |