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 | $79,206 | $52,836+49.9% | $105,738-25.1% | $64,186+23.4% |
| Participation rate | 34.5% | 66.5%-32.1pp | 76.3%-41.9pp | 69.6%-35.1pp |
| Annual return | -4.22% | 14.30%-18.5pp | 6.27%-10.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $686 | $1,827-62.5% | $3,268-79.0% | $2,381-71.2% |
| Participant deferral / active EE | $1,549 | $2,545-39.1% | $4,080-62.0% | $3,470-55.3% |
| Admin fee / account holder | $6,709 | $3,959+69.5% | $6,913-2.9% | $4,888+37.3% |