Filed November 18, 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 | $100,618 | $53,777+87.1% | $134,143-25.0% | $79,858+26.0% |
| Participation rate | 57.8% | 58.8%-1.0pp | 72.2%-14.4pp | 69.6%-11.9pp |
| Annual return | 12.48% | 19.01%-6.5pp | 36.33%-23.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,101 | $1,321+134.7% | $3,704-16.3% | $2,471+25.5% |
| Participant deferral / active EE | $2,103 | $2,420-13.1% | $3,499-39.9% | $3,740-43.8% |
| Admin fee / account holder | $2,044 | $3,984-48.7% | $6,684-69.4% | $5,306-61.5% |