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 | $35,618 | $142,405-75.0% | $115,157-69.1% | $152,861-76.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 15.00% | 41.48%-26.5pp | 35.60%-20.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,374 | $4,010-65.7% | $3,179-56.8% | $4,762-71.1% |
| Participant deferral / active EE | $1,374 | $5,164-73.4% | $4,168-67.0% | $5,850-76.5% |
| Admin fee / account holder | $389 | $8,462-95.4% | $7,088-94.5% | $11,596-96.6% |