Filed November 16, 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 | $99,256 | $133,958-25.9% | $112,228-11.6% | $134,475-26.2% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -16.58% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $637 | $4,038-84.2% | $3,635-82.5% | $4,740-86.6% |
| Participant deferral / active EE | $4,061 | $5,291-23.2% | $4,728-14.1% | $6,400-36.5% |
| Admin fee / account holder | $12,637 | $7,489+68.8% | $6,410+97.1% | $11,426+10.6% |