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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,706 | $112,096-78.9% | $95,952-75.3% | $158,922-85.1% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 4.47% | 171.09%-166.6pp | 91.61%-87.1pp | 302.83%-298.4pp |
| Employer contribution / active EE | $426 | $3,198-86.7% | $2,541-83.2% | $4,761-91.1% |
| Participant deferral / active EE | $2,384 | $4,784-50.2% | $4,167-42.8% | $5,982-60.1% |
| Admin fee / account holder | $22,802 | $10,130+125.1% | $6,795+235.6% | $11,246+102.8% |