Filed December 13, 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 | $25,641 | $54,105-52.6% | $62,529-59.0% | $54,105-52.6% |
| Participation rate | 82.1% | 78.8%+3.3pp | 96.6%-14.4pp | 78.8%+3.3pp |
| Annual return | 17.50% | 4.97%+12.5pp | 9.13%+8.4pp | 4.97%+12.5pp |
| Employer contribution / active EE | $3,650 | $7,091-48.5% | $4,187-12.8% | $7,091-48.5% |
| Participant deferral / active EE | $2,191 | $1,890+15.9% | $4,156-47.3% | $1,890+15.9% |
| Admin fee / account holder | $1,345 | $4,098-67.2% | $858+56.8% | $4,098-67.2% |