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 | $110,104 | $138,347-20.4% | $184,203-40.2% | $80,856+36.2% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.3pp | 67.6%+12.9pp |
| Annual return | 7.06% | 20.02%-13.0pp | 28.81%-21.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,074 | $4,850-57.2% | $6,427-67.7% | $2,755-24.7% |
| Participant deferral / active EE | $3,054 | $7,071-56.8% | $9,131-66.6% | $4,296-28.9% |
| Admin fee / account holder | $8,069 | $10,483-23.0% | $13,901-42.0% | $6,918+16.6% |