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 | $101,245 | $123,793-18.2% | $177,821-43.1% | $79,858+26.8% |
| Participation rate | 75.7% | 84.7%-9.0pp | 87.7%-12.0pp | 69.6%+6.0pp |
| Annual return | 4.37% | 22.82%-18.5pp | 48.32%-44.0pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,805 | $4,095-55.9% | $5,918-69.5% | $2,471-26.9% |
| Participant deferral / active EE | $2,738 | $5,956-54.0% | $7,714-64.5% | $3,740-26.8% |
| Admin fee / account holder | $8,567 | $7,243+18.3% | $12,427-31.1% | $5,306+61.5% |