Filed December 10, 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 7-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 | $13,083 | $54,762-76.1% | $90,281-85.5% | $72,985-82.1% |
| Participation rate | 32.4% | 65.1%-32.8pp | 73.3%-40.9pp | 69.5%-37.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $839 | $2,092-59.9% | $2,854-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $886 | $2,887-69.3% | $3,885-77.2% | $3,607-75.4% |
| Admin fee / account holder | $374 | $3,972-90.6% | $5,351-93.0% | $5,124-92.7% |