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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,253 | $112,729+10.2% | $98,716+25.9% | $137,256-9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.03% | 38.48%-28.4pp | 31.81%-21.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,098 | $2,725-59.7% | $2,279-51.8% | $4,156-73.6% |
| Participant deferral / active EE | $1,099 | $4,640-76.3% | $4,048-72.9% | $6,407-82.9% |
| Admin fee / account holder | $8,880 | $10,129-12.3% | $8,703+2.0% | $12,270-27.6% |