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 | $104,400 | $53,053+96.8% | $126,539-17.5% | $74,304+40.5% |
| Participation rate | 23.8% | 48.0%-24.2pp | 69.8%-46.0pp | 60.3%-36.5pp |
| Annual return | 15.97% | 29.46%-13.5pp | 425.95%-410.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,471 | $1,168+26.0% | $3,674-60.0% | $2,241-34.4% |
| Participant deferral / active EE | $847 | $2,303-63.2% | $4,083-79.3% | $3,767-77.5% |
| Admin fee / account holder | $12,636 | $3,698+241.7% | $6,065+108.4% | $2,969+325.6% |