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 | $113,483 | $100,041+13.4% | $149,718-24.2% | $70,131+61.8% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.6pp | 69.5%+21.1pp |
| Annual return | 10.80% | 27.43%-16.6pp | 1501.63%-1490.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,530 | $3,662-3.6% | $5,445-35.2% | $2,342+50.7% |
| Participant deferral / active EE | $2,043 | $4,983-59.0% | $6,569-68.9% | $3,332-38.7% |
| Admin fee / account holder | $1,180 | $8,286-85.8% | $11,283-89.5% | $4,645-74.6% |