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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,599 | $125,758-50.2% | $169,993-63.2% | $75,163-16.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 8.96% | 27.20%-18.2pp | 53.37%-44.4pp | 160.62%-151.7pp |
| Employer contribution / active EE | $4,954 | $4,615+7.4% | $6,785-27.0% | $2,670+85.6% |
| Participant deferral / active EE | $2,517 | $6,837-63.2% | $10,408-75.8% | $4,125-39.0% |
| Admin fee / account holder | $26,709 | $8,173+226.8% | $12,815+108.4% | $5,651+372.7% |