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 | $32,785 | $48,050-31.8% | $85,969-61.9% | $59,632-45.0% |
| Participation rate | 64.1% | 64.5%-0.4pp | 76.5%-12.4pp | 68.7%-4.6pp |
| Annual return | 1.04% | 0.29%+0.7pp | 9.32%-8.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,005 | $1,640-38.7% | $3,474-71.1% | $2,203-54.4% |
| Participant deferral / active EE | $1,235 | $2,249-45.1% | $3,829-67.7% | $3,192-61.3% |
| Admin fee / account holder | $28,870 | $3,206+800.5% | $6,053+377.0% | $4,297+571.9% |