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 | $61,621 | $150,187-59.0% | $120,354-48.8% | $145,922-57.8% |
| Participation rate | 58.3% | 78.8%-20.4pp | 71.9%-13.6pp | 80.3%-21.9pp |
| Annual return | 9.46% | 154.07%-144.6pp | 107.15%-97.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,183 | $4,348-72.8% | $3,463-65.8% | $4,660-74.6% |
| Participant deferral / active EE | $2,528 | $6,173-59.1% | $4,991-49.4% | $6,688-62.2% |
| Admin fee / account holder | $903 | $12,207-92.6% | $9,423-90.4% | $13,397-93.3% |