Filed August 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,599 | $153,311-87.2% | $109,313-82.1% | $273,961-92.8% |
| Participation rate | 81.0% | 80.1%+0.9pp | 71.3%+9.7pp | 83.0%-2.1pp |
| Annual return | 8.58% | 29.86%-21.3pp | 22.07%-13.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,538 | $5,619-72.6% | $3,892-60.5% | $4,869-68.4% |
| Participant deferral / active EE | $1,975 | $3,932-49.8% | $3,166-37.6% | $5,287-62.6% |
| Admin fee / account holder | $628 | $8,076-92.2% | $5,666-88.9% | $10,132-93.8% |