Filed December 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,995 | $60,349-76.8% | $74,183-81.1% | $62,891-77.7% |
| Participation rate | 82.8% | 72.7%+10.1pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 11.80% | 21.37%-9.6pp | 17.74%-5.9pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,726 | $1,680+2.7% | $2,370-27.2% | $2,281-24.3% |
| Participant deferral / active EE | $1,023 | $2,856-64.2% | $3,550-71.2% | $3,203-68.1% |
| Admin fee / account holder | $519 | $4,261-87.8% | $5,586-90.7% | $4,296-87.9% |