Filed November 22, 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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,088 | $40,256-94.8% | $57,343-96.4% | $59,632-96.5% |
| Participation rate | 95.1% | 69.2%+25.9pp | 75.1%+20.0pp | 68.7%+26.5pp |
| Annual return | 1.66% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $396 | $2,399-83.5% | $3,162-87.5% | $3,192-87.6% |
| Admin fee / account holder | $832 | $2,818-70.5% | $3,356-75.2% | $4,297-80.6% |