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 | $187,747 | $149,734+25.4% | $118,925+57.9% | $158,922+18.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 19.33% | 19.95%-0.6pp | 35.88%-16.5pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,467 | $4,115-64.3% | $3,263-55.0% | $4,761-69.2% |
| Participant deferral / active EE | $2,412 | $5,223-53.8% | $4,265-43.5% | $5,982-59.7% |
| Admin fee / account holder | $62,281 | $8,603+623.9% | $6,581+846.4% | $11,246+453.8% |