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 | $74,473 | $106,543-30.1% | $91,220-18.4% | $134,475-44.6% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -19.53% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $788 | $3,331-76.3% | $2,850-72.3% | $4,740-83.4% |
| Participant deferral / active EE | $1,471 | $4,719-68.8% | $4,234-65.3% | $6,400-77.0% |
| Admin fee / account holder | $2,525 | $6,231-59.5% | $5,420-53.4% | $11,426-77.9% |