Filed November 9, 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 | $80,306 | $77,419+3.7% | $69,455+15.6% | $152,861-47.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 19.11% | 39.06%-19.9pp | 28.97%-9.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,461 | $3,315-25.8% | $2,779-11.4% | $4,762-48.3% |
| Participant deferral / active EE | $5,995 | $4,414+35.8% | $3,535+69.6% | $5,850+2.5% |
| Admin fee / account holder | $873 | $6,207-85.9% | $3,839-77.3% | $11,596-92.5% |