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 | $53,183 | $98,240-45.9% | $82,313-35.4% | $147,584-64.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.37% | 30.85%-20.5pp | 25.88%-15.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $494 | $3,192-84.5% | $2,428-79.6% | $4,876-89.9% |
| Participant deferral / active EE | $2,864 | $4,383-34.7% | $3,706-22.7% | $5,439-47.3% |
| Admin fee / account holder | $5,172 | $8,563-39.6% | $5,608-7.8% | $10,885-52.5% |