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.
Employer 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 | $19,725 | $75,828-74.0% | $147,614-86.6% | $59,632-66.9% |
| Participation rate | 78.4% | 71.6%+6.8pp | 84.6%-6.2pp | 68.7%+9.7pp |
| Annual return | 1.69% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | -$6 | $3,485-100.2% | $5,564-100.1% | $2,203-100.3% |
| Participant deferral / active EE | $2,321 | $3,130-25.9% | $4,895-52.6% | $3,192-27.3% |
| Admin fee / account holder | $4,862 | $5,985-18.8% | $11,611-58.1% | $4,297+13.2% |