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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,986 | $100,041-43.0% | $149,718-61.9% | $70,131-18.7% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 10.67% | 27.43%-16.8pp | 1501.63%-1491.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $3,269 | $3,662-10.7% | $5,445-40.0% | $2,342+39.6% |
| Participant deferral / active EE | $1,712 | $4,983-65.6% | $6,569-73.9% | $3,332-48.6% |
| Admin fee / account holder | $11,198 | $8,286+35.1% | $11,283-0.8% | $4,645+141.1% |