Filed November 19, 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 | $48,428 | $123,793-60.9% | $177,821-72.8% | $79,858-39.4% |
| Participation rate | 65.5% | 84.7%-19.1pp | 87.7%-22.2pp | 69.6%-4.1pp |
| Annual return | 13.98% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,513 | $4,095-38.6% | $5,918-57.5% | $2,471+1.7% |
| Participant deferral / active EE | $2,920 | $5,956-51.0% | $7,714-62.1% | $3,740-21.9% |
| Admin fee / account holder | $7,940 | $7,243+9.6% | $12,427-36.1% | $5,306+49.6% |