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 | $99,879 | $129,942-23.1% | $104,294-4.2% | $134,475-25.7% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -4.96% | 42.03%-47.0pp | 24.61%-29.6pp | 417.96%-422.9pp |
| Employer contribution / active EE | $1,024 | $4,184-75.5% | $3,372-69.6% | $4,740-78.4% |
| Participant deferral / active EE | $3,113 | $5,588-44.3% | $4,625-32.7% | $6,400-51.4% |
| Admin fee / account holder | $3,221 | $9,323-65.5% | $7,339-56.1% | $11,426-71.8% |