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 | $100,249 | $140,940-28.9% | $112,229-10.7% | $139,434-28.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.28% | 32.71%-21.4pp | 30.20%-18.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,564 | $4,283-63.5% | $3,430-54.4% | $4,751-67.1% |
| Participant deferral / active EE | $3,062 | $5,874-47.9% | $4,798-36.2% | $6,710-54.4% |
| Admin fee / account holder | $1,366 | $9,954-86.3% | $7,748-82.4% | $11,403-88.0% |