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 | $90,038 | $127,264-29.3% | $109,895-18.1% | $167,490-46.2% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.2%-31.4pp | 82.1%-39.2pp |
| Annual return | 15.04% | 22.97%-7.9pp | 29.45%-14.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $900 | $3,322-72.9% | $2,842-68.3% | $4,837-81.4% |
| Participant deferral / active EE | $1,671 | $4,514-63.0% | $4,048-58.7% | $6,341-73.6% |
| Admin fee / account holder | $1,692 | $7,114-76.2% | $6,066-72.1% | $12,309-86.3% |