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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,586 | $83,477-63.4% | $125,175-75.6% | $72,985-58.1% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.9pp | 69.5%+11.2pp |
| Annual return | 18.77% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $336 | $2,345-85.7% | $3,865-91.3% | $2,440-86.2% |
| Participant deferral / active EE | $3,108 | $3,585-13.3% | $4,937-37.0% | $3,607-13.8% |
| Admin fee / account holder | $2,467 | $5,517-55.3% | $9,702-74.6% | $5,124-51.9% |