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 | $67,067 | $52,836+26.9% | $105,738-36.6% | $64,186+4.5% |
| Participation rate | 56.7% | 66.5%-9.9pp | 76.3%-19.7pp | 69.6%-12.9pp |
| Annual return | -7.45% | 14.30%-21.8pp | 6.27%-13.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,829 | $1,827+0.1% | $3,268-44.1% | $2,381-23.2% |
| Participant deferral / active EE | $2,348 | $2,545-7.8% | $4,080-42.5% | $3,470-32.3% |
| Admin fee / account holder | $4,202 | $3,959+6.2% | $6,913-39.2% | $4,888-14.0% |