Filed February 4, 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 | $99,640 | $209,832-52.5% | $189,513-47.4% | $167,490-40.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.25% | 748.27%-741.0pp | 555.15%-547.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,021 | $6,914-70.8% | $6,162-67.2% | $4,837-58.2% |
| Participant deferral / active EE | $6,599 | $8,935-26.1% | $8,221-19.7% | $6,341+4.1% |
| Admin fee / account holder | $7,555 | $14,293-47.1% | $12,045-37.3% | $12,309-38.6% |