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 | $88,277 | $117,381-24.8% | $99,443-11.2% | $152,861-42.2% |
| Participation rate | 27.8% | 77.5%-49.8pp | 73.8%-46.1pp | 82.4%-54.7pp |
| Annual return | 22.60% | 31.87%-9.3pp | 30.72%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $626 | $3,013-79.2% | $2,540-75.4% | $4,762-86.9% |
| Participant deferral / active EE | $1,172 | $4,086-71.3% | $3,619-67.6% | $5,850-80.0% |
| Admin fee / account holder | $6,226 | $7,631-18.4% | $6,250-0.4% | $11,596-46.3% |