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 | $51,424 | $140,940-63.5% | $112,229-54.2% | $139,434-63.1% |
| Participation rate | 64.3% | 79.2%-14.9pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 11.52% | 32.71%-21.2pp | 30.20%-18.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,429 | $4,283-66.6% | $3,430-58.3% | $4,751-69.9% |
| Participant deferral / active EE | $2,340 | $5,874-60.2% | $4,798-51.2% | $6,710-65.1% |
| Admin fee / account holder | $619 | $9,954-93.8% | $7,748-92.0% | $11,403-94.6% |