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 | $62,602 | $57,828+8.3% | $117,039-46.5% | $70,131-10.7% |
| Participation rate | 44.2% | 67.1%-22.9pp | 77.2%-33.0pp | 69.5%-25.4pp |
| Annual return | 16.74% | 17.55%-0.8pp | 18.95%-2.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,221 | $1,816-32.8% | $3,785-67.7% | $2,342-47.9% |
| Participant deferral / active EE | $1,529 | $2,438-37.3% | $3,929-61.1% | $3,332-54.1% |
| Admin fee / account holder | $3,427 | $3,548-3.4% | $5,974-42.6% | $4,645-26.2% |