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 | $42,202 | $103,376-59.2% | $87,100-51.5% | $152,861-72.4% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 11.82% | 28.10%-16.3pp | 28.19%-16.4pp | 345.32%-333.5pp |
| Employer contribution / active EE | $419 | $3,220-87.0% | $2,521-83.4% | $4,762-91.2% |
| Participant deferral / active EE | $2,346 | $4,778-50.9% | $4,049-42.0% | $5,850-59.9% |
| Admin fee / account holder | $23,156 | $12,205+89.7% | $7,497+208.9% | $11,596+99.7% |