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 | $77,863 | $123,793-37.1% | $177,821-56.2% | $79,858-2.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.44% | 22.82%-12.4pp | 48.32%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,434 | $4,095+8.3% | $5,918-25.1% | $2,471+79.4% |
| Participant deferral / active EE | $2,020 | $5,956-66.1% | $7,714-73.8% | $3,740-46.0% |
| Admin fee / account holder | $460 | $7,243-93.6% | $12,427-96.3% | $5,306-91.3% |