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 | $86,634 | $121,625-28.8% | $104,607-17.2% | $158,922-45.5% |
| Participation rate | 35.3% | 77.5%-42.2pp | 74.1%-38.8pp | 82.0%-46.7pp |
| Annual return | 17.65% | 465.26%-447.6pp | 340.46%-322.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $623 | $3,163-80.3% | $2,681-76.8% | $4,761-86.9% |
| Participant deferral / active EE | $1,223 | $4,177-70.7% | $3,740-67.3% | $5,982-79.6% |
| Admin fee / account holder | $6,908 | $7,787-11.3% | $6,473+6.7% | $11,246-38.6% |