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 | $170,079 | $140,940+20.7% | $112,229+51.5% | $139,434+22.0% |
| Participation rate | 69.2% | 79.2%-10.0pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 17.65% | 32.71%-15.1pp | 30.20%-12.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,391 | $4,283-67.5% | $3,430-59.4% | $4,751-70.7% |
| Participant deferral / active EE | $2,363 | $5,874-59.8% | $4,798-50.8% | $6,710-64.8% |
| Admin fee / account holder | $6,623 | $9,954-33.5% | $7,748-14.5% | $11,403-41.9% |