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 | $77,722 | $110,094-29.4% | $151,611-48.7% | $68,494+13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.20% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,377 | $4,471+20.3% | $6,166-12.8% | $2,596+107.1% |
| Participant deferral / active EE | $2,927 | $6,527-55.2% | $8,363-65.0% | $4,027-27.3% |
| Admin fee / account holder | $4,896 | $7,719-36.6% | $11,616-57.8% | $5,403-9.4% |