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.
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 | $29,479 | $54,726-46.1% | $68,793-57.1% | $64,186-54.1% |
| Participation rate | 72.4% | 68.0%+4.4pp | 72.2%+0.2pp | 69.6%+2.8pp |
| Annual return | -7.49% | -1.62%-5.9pp | -4.63%-2.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,540 | $2,626-41.4% | $3,311-53.5% | $3,470-55.6% |
| Admin fee / account holder | $369 | $4,027-90.8% | $5,131-92.8% | $4,888-92.5% |