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 | $117,983+5.3% | $101,794+22.1% | $142,382-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.03% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,098 | $2,773-60.4% | $2,289-52.0% | $4,299-74.5% |
| Participant deferral / active EE | $1,099 | $4,714-76.7% | $4,084-73.1% | $6,507-83.1% |
| Admin fee / account holder | $8,880 | $10,433-14.9% | $8,777+1.2% | $12,624-29.7% |