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 | $34,782 | $111,724-68.9% | $93,606-62.8% | $145,922-76.2% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 13.04% | 202.98%-189.9pp | 133.20%-120.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,369 | $3,090-55.7% | $2,420-43.4% | $4,660-70.6% |
| Participant deferral / active EE | $1,621 | $4,912-67.0% | $4,411-63.2% | $6,688-75.8% |
| Admin fee / account holder | $2,322 | $10,250-77.3% | $8,285-72.0% | $13,397-82.7% |