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.
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 | $36,612 | $86,929-57.9% | $102,423-64.3% | $80,856-54.7% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.5pp |
| Annual return | 20.38% | 18.88%+1.5pp | 29.32%-8.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $626 | $2,369-73.6% | $3,023-79.3% | $2,755-77.3% |
| Participant deferral / active EE | $3,728 | $4,118-9.5% | $5,053-26.2% | $4,296-13.2% |
| Admin fee / account holder | $49,059 | $8,049+509.5% | $9,451+419.1% | $6,918+609.2% |