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 | $57,964 | $56,357+2.9% | $104,294-44.4% | $68,494-15.4% |
| Participation rate | 28.3% | 63.3%-34.9pp | 73.3%-45.0pp | 67.9%-39.6pp |
| Annual return | -15.80% | -9.19%-6.6pp | 24.61%-40.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $684 | $1,960-65.1% | $3,372-79.7% | $2,596-73.7% |
| Participant deferral / active EE | $1,261 | $3,077-59.0% | $4,625-72.7% | $4,027-68.7% |
| Admin fee / account holder | $1,796 | $4,903-63.4% | $7,339-75.5% | $5,403-66.8% |