Filed November 22, 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 | $157,423 | $160,055-1.6% | $140,016+12.4% | $135,375+16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 12.48% | 911.38%-898.9pp | 651.12%-638.6pp | 519.73%-507.3pp |
| Employer contribution / active EE | $4,560 | $6,420-29.0% | $5,606-18.7% | $4,779-4.6% |
| Participant deferral / active EE | $2,512 | $7,642-67.1% | $6,927-63.7% | $5,609-55.2% |
| Admin fee / account holder | $2,488 | $13,328-81.3% | $10,705-76.8% | $10,827-77.0% |