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 | $133,242 | $163,101-18.3% | $136,749-2.6% | $142,382-6.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.98% | 27.54%-13.6pp | 24.33%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $991 | $4,117-75.9% | $3,400-70.9% | $4,299-77.0% |
| Participant deferral / active EE | $2,194 | $5,585-60.7% | $4,692-53.2% | $6,507-66.3% |
| Admin fee / account holder | $1,421 | $14,318-90.1% | $11,386-87.5% | $12,624-88.7% |