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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,578 | $176,056+34.4% | $159,436+48.4% | $167,490+41.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.44% | 331.75%-325.3pp | 263.57%-257.1pp | 478.56%-472.1pp |
| Employer contribution / active EE | $4,958 | $5,297-6.4% | $4,829+2.7% | $4,837+2.5% |
| Participant deferral / active EE | $355 | $7,750-95.4% | $7,352-95.2% | $6,341-94.4% |
| Admin fee / account holder | $105,505 | $12,554+740.4% | $10,799+877.0% | $12,309+757.1% |