Filed November 28, 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.
Employer 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 | $185,980 | $107,334+73.3% | $92,893+100.2% | $152,861+21.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.33% | 145.58%-120.3pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $276 | $4,221-93.5% | $3,653-92.4% | $4,762-94.2% |
| Participant deferral / active EE | $8,348 | $4,845+72.3% | $4,236+97.1% | $5,850+42.7% |
| Admin fee / account holder | $3,595 | $7,079-49.2% | $5,794-37.9% | $11,596-69.0% |