Filed November 22, 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.
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 | $74,094 | $93,571-20.8% | $135,903-45.5% | $75,163-1.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.51% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,496 | $3,537-29.4% | $4,856-48.6% | $2,670-6.5% |
| Participant deferral / active EE | $6,161 | $6,404-3.8% | $7,758-20.6% | $4,125+49.4% |
| Admin fee / account holder | $10,067 | $6,975+44.3% | $10,762-6.5% | $5,651+78.1% |