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.
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 | $69,022 | $109,359-36.9% | $162,163-57.4% | $72,985-5.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.39% | 25.46%-3.1pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,856 | $3,907+24.3% | $5,614-13.5% | $2,440+99.0% |
| Participant deferral / active EE | $2,414 | $5,481-56.0% | $7,298-66.9% | $3,607-33.1% |
| Admin fee / account holder | $4,503 | $7,972-43.5% | $10,843-58.5% | $5,124-12.1% |