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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,809 | $109,359-11.5% | $162,163-40.3% | $72,985+32.6% |
| Participation rate | 77.8% | 84.3%-6.5pp | 87.6%-9.8pp | 69.5%+8.3pp |
| Annual return | 15.13% | 25.46%-10.3pp | 115.59%-100.5pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,636 | $3,907-58.1% | $5,614-70.9% | $2,440-33.0% |
| Participant deferral / active EE | $2,419 | $5,481-55.9% | $7,298-66.9% | $3,607-33.0% |
| Admin fee / account holder | $4,198 | $7,972-47.3% | $10,843-61.3% | $5,124-18.1% |