Filed December 10, 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 | $44,777 | $50,464-11.3% | $75,781-40.9% | $52,331-14.4% |
| Participation rate | 68.6% | 66.8%+1.8pp | 75.8%-7.2pp | 68.1%+0.5pp |
| Annual return | 0.33% | 1.03%-0.7pp | 9.68%-9.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $397 | $1,988-80.0% | $3,323-88.1% | $1,882-78.9% |
| Participant deferral / active EE | $2,338 | $2,570-9.0% | $3,651-36.0% | $3,022-22.6% |
| Admin fee / account holder | $759 | $1,103-31.2% | $5,299-85.7% | $592+28.3% |