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 | $126,447 | $106,515+18.7% | $96,683+30.8% | $139,434-9.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.50% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $736 | $4,103-82.1% | $3,737-80.3% | $4,751-84.5% |
| Participant deferral / active EE | $3,610 | $5,454-33.8% | $4,878-26.0% | $6,710-46.2% |
| Admin fee / account holder | $8,212 | $7,877+4.3% | $6,730+22.0% | $11,403-28.0% |