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 | $67,214 | $78,926-14.8% | $136,749-50.8% | $84,808-20.7% |
| Participation rate | 55.6% | 62.2%-6.6pp | 72.1%-16.6pp | 68.3%-12.8pp |
| Annual return | 13.19% | 18.17%-5.0pp | 24.33%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $985 | $2,134-53.8% | $3,400-71.0% | $2,631-62.6% |
| Participant deferral / active EE | $2,419 | $3,168-23.6% | $4,692-48.4% | $4,212-42.6% |
| Admin fee / account holder | $4,645 | $6,369-27.1% | $11,386-59.2% | $7,344-36.8% |