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 | $52,661 | $68,547-23.2% | $120,354-56.2% | $80,856-34.9% |
| Participation rate | 73.5% | 61.6%+11.9pp | 71.9%+1.6pp | 67.6%+5.8pp |
| Annual return | 6.30% | 23.60%-17.3pp | 107.15%-100.8pp | 35.59%-29.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $749 | $3,173-76.4% | $4,991-85.0% | $4,296-82.6% |
| Admin fee / account holder | $1,098 | $5,732-80.8% | $9,423-88.3% | $6,918-84.1% |