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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,150 | $72,404-63.9% | $110,238-76.3% | $64,186-59.3% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.4pp |
| Annual return | -11.13% | -6.29%-4.8pp | 314.74%-325.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $328 | $2,282-85.6% | $3,826-91.4% | $2,381-86.2% |
| Participant deferral / active EE | $2,560 | $3,469-26.2% | $4,672-45.2% | $3,470-26.2% |
| Admin fee / account holder | $769 | $5,664-86.4% | $8,547-91.0% | $4,888-84.3% |