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 | $87,955 | $46,674+88.4% | $117,472-25.1% | $68,494+28.4% |
| Participation rate | 59.3% | 56.8%+2.5pp | 70.6%-11.3pp | 67.9%-8.6pp |
| Annual return | -16.01% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,615 | $1,505+140.3% | $4,176-13.4% | $2,596+39.3% |
| Participant deferral / active EE | $2,098 | $2,636-20.4% | $4,070-48.5% | $4,027-47.9% |
| Admin fee / account holder | $7,396 | $4,020+84.0% | $5,645+31.0% | $5,403+36.9% |