Filed December 10, 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.
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 | $92,303 | $183,963-49.8% | $162,163-43.1% | $152,861-39.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 21.00% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,651 | $6,371-74.1% | $5,614-70.6% | $4,762-65.3% |
| Participant deferral / active EE | $2,680 | $8,034-66.6% | $7,298-63.3% | $5,850-54.2% |
| Admin fee / account holder | $2,403 | $13,121-81.7% | $10,843-77.8% | $11,596-79.3% |