Filed November 13, 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 | $53,708 | $87,841-38.9% | $133,980-59.9% | $62,891-14.6% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 5.84% | 12.05%-6.2pp | 29.30%-23.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,764 | $3,483+8.1% | $5,211-27.8% | $2,281+65.0% |
| Participant deferral / active EE | $1,876 | $4,812-61.0% | $6,282-70.1% | $3,203-41.4% |
| Admin fee / account holder | $1,377 | $5,371-74.4% | $9,324-85.2% | $4,296-67.9% |