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 | $69,777 | $109,982-36.6% | $97,226-28.2% | $145,922-52.2% |
| Participation rate | 45.0% | 75.9%-30.9pp | 72.7%-27.7pp | 80.3%-35.3pp |
| Annual return | 13.79% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $913 | $3,084-70.4% | $2,729-66.5% | $4,660-80.4% |
| Participant deferral / active EE | $1,457 | $4,676-68.8% | $4,264-65.8% | $6,688-78.2% |
| Admin fee / account holder | $20,281 | $6,221+226.0% | $5,654+258.7% | $13,397+51.4% |