Filed July 6, 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.
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 | $67,286 | $153,772-56.2% | $133,980-49.8% | $273,961-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.10% | 36.51%-20.4pp | 29.30%-13.2pp | 41.45%-25.4pp |
| Employer contribution / active EE | $1,086 | $6,029-82.0% | $5,211-79.2% | $4,869-77.7% |
| Participant deferral / active EE | $2,397 | $6,958-65.6% | $6,282-61.8% | $5,287-54.7% |
| Admin fee / account holder | $708 | $11,765-94.0% | $9,324-92.4% | $10,132-93.0% |