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 | $134,754 | $129,942+3.7% | $104,294+29.2% | $134,475+0.2% |
| Participation rate | 61.5% | 79.5%-18.0pp | 73.3%-11.7pp | 81.2%-19.7pp |
| Annual return | -18.80% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,837 | $4,184-56.1% | $3,372-45.5% | $4,740-61.3% |
| Participant deferral / active EE | $3,126 | $5,588-44.1% | $4,625-32.4% | $6,400-51.1% |
| Admin fee / account holder | $4,726 | $9,323-49.3% | $7,339-35.6% | $11,426-58.6% |