Filed November 19, 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 | $50,259 | $137,414-63.4% | $189,513-73.5% | $85,850-41.5% |
| Participation rate | 72.2% | 84.6%-12.4pp | 87.8%-15.6pp | 69.3%+2.9pp |
| Annual return | 23.57% | 38.14%-14.6pp | 555.15%-531.6pp | 318.53%-295.0pp |
| Employer contribution / active EE | $2,145 | $4,344-50.6% | $6,162-65.2% | $2,565-16.4% |
| Participant deferral / active EE | $2,842 | $6,260-54.6% | $8,221-65.4% | $3,952-28.1% |
| Admin fee / account holder | $811 | $8,630-90.6% | $12,045-93.3% | $6,260-87.0% |