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 | $90,960 | $81,632+11.4% | $70,449+29.1% | $158,922-42.8% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 10.29% | 208.40%-198.1pp | 109.03%-98.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,145 | $3,217-33.3% | $2,737-21.6% | $4,761-55.0% |
| Participant deferral / active EE | $5,879 | $4,554+29.1% | $3,709+58.5% | $5,982-1.7% |
| Admin fee / account holder | $1,122 | $6,193-81.9% | $3,845-70.8% | $11,246-90.0% |