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 | $58,570 | $53,516+9.4% | $126,539-53.7% | $84,808-30.9% |
| Participation rate | 14.0% | 58.2%-44.2pp | 69.8%-55.8pp | 68.3%-54.3pp |
| Annual return | 18.05% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,046 | $2,671-60.8% | $4,083-74.4% | $4,212-75.2% |
| Admin fee / account holder | $537 | $4,497-88.1% | $6,065-91.2% | $7,344-92.7% |