Filed November 29, 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 7-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,150 | $92,703-82.6% | $82,719-80.5% | $134,475-88.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -16.55% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,325 | $3,274+62.6% | $3,009+77.0% | $4,740+12.3% |
| Participant deferral / active EE | $343 | $4,802-92.9% | $4,395-92.2% | $6,400-94.6% |
| Admin fee / account holder | $13,922 | $5,983+132.7% | $5,329+161.3% | $11,426+21.8% |