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 | $106,243 | $56,357+88.5% | $104,294+1.9% | $68,494+55.1% |
| Participation rate | 62.9% | 63.3%-0.4pp | 73.3%-10.4pp | 67.9%-5.0pp |
| Annual return | -18.70% | -9.19%-9.5pp | 24.61%-43.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,088 | $1,960+6.5% | $3,372-38.1% | $2,596-19.6% |
| Participant deferral / active EE | $4,492 | $3,077+46.0% | $4,625-2.9% | $4,027+11.6% |
| Admin fee / account holder | $1,160 | $4,903-76.3% | $7,339-84.2% | $5,403-78.5% |