Filed November 9, 2005 (most recent of 2 filings on file)
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 | $44,693 | $51,576-13.3% | $129,207-65.4% | $80,856-44.7% |
| Participation rate | 12.0% | 57.0%-45.0pp | 69.6%-57.6pp | 67.6%-55.6pp |
| Annual return | 11.73% | 20.81%-9.1pp | 9417.33%-9405.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $951 | $2,669-64.4% | $4,168-77.2% | $4,296-77.9% |
| Admin fee / account holder | $425 | $4,305-90.1% | $7,715-94.5% | $6,918-93.9% |