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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,029 | $144,119-85.4% | $117,854-82.2% | $147,584-85.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.81% | 531.15%-515.3pp | 335.08%-319.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $889 | $4,896-81.8% | $3,786-76.5% | $4,876-81.8% |
| Participant deferral / active EE | $889 | $5,316-83.3% | $4,482-80.2% | $5,439-83.7% |
| Admin fee / account holder | $1,296 | $10,886-88.1% | $8,020-83.8% | $10,885-88.1% |