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 | $56,227 | $129,942-56.7% | $104,294-46.1% | $134,475-58.2% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.69% | 42.03%-57.7pp | 24.61%-40.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,592 | $4,184-62.0% | $3,372-52.8% | $4,740-66.4% |
| Participant deferral / active EE | $2,728 | $5,588-51.2% | $4,625-41.0% | $6,400-57.4% |
| Admin fee / account holder | $1,202 | $9,323-87.1% | $7,339-83.6% | $11,426-89.5% |