Filed December 28, 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 | $56,523 | $123,793-54.3% | $177,821-68.2% | $79,858-29.2% |
| Participation rate | 71.8% | 84.7%-12.9pp | 87.7%-15.9pp | 69.6%+2.2pp |
| Annual return | 13.13% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,307 | $4,095-43.7% | $5,918-61.0% | $2,471-6.6% |
| Participant deferral / active EE | $2,609 | $5,956-56.2% | $7,714-66.2% | $3,740-30.2% |
| Admin fee / account holder | $2,659 | $7,243-63.3% | $12,427-78.6% | $5,306-49.9% |