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.
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 | $16,042 | $106,890-85.0% | $84,015-80.9% | $152,861-89.5% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 15.72% | 104.99%-89.3pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,516 | $2,734-44.6% | $1,983-23.6% | $4,762-68.2% |
| Participant deferral / active EE | $1,670 | $4,011-58.4% | $3,239-48.4% | $5,850-71.5% |
| Admin fee / account holder | $10,244 | $8,285+23.6% | $6,101+67.9% | $11,596-11.7% |