Filed August 8, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,624 | $62,586-47.9% | $76,768-57.5% | $64,186-49.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.57% | -1.95%+0.4pp | 2.43%-4.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,465 | $1,832-20.0% | $2,485-41.0% | $2,381-38.5% |
| Participant deferral / active EE | $1,372 | $3,145-56.4% | $3,852-64.4% | $3,470-60.5% |
| Admin fee / account holder | $3,946 | $4,667-15.4% | $6,675-40.9% | $4,888-19.3% |