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 | $97,033 | $87,841+10.5% | $133,980-27.6% | $62,891+54.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.59% | 12.05%-6.5pp | 29.30%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,147 | $3,483-9.7% | $5,211-39.6% | $2,281+38.0% |
| Participant deferral / active EE | $1,657 | $4,812-65.6% | $6,282-73.6% | $3,203-48.3% |
| Admin fee / account holder | $3,270 | $5,371-39.1% | $9,324-64.9% | $4,296-23.9% |