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.
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 | $71,762 | $109,359-34.4% | $162,163-55.7% | $72,985-1.7% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.3pp |
| Annual return | 20.57% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,097 | $3,907-71.9% | $5,614-80.5% | $2,440-55.0% |
| Participant deferral / active EE | $3,742 | $5,481-31.7% | $7,298-48.7% | $3,607+3.7% |
| Admin fee / account holder | $8,821 | $7,972+10.7% | $10,843-18.6% | $5,124+72.1% |