Filed December 10, 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 | $42,819 | $56,054-23.6% | $171,082-75.0% | $62,891-31.9% |
| Participation rate | 89.5% | 62.9%+26.6pp | 76.7%+12.8pp | 69.3%+20.2pp |
| Annual return | 1.27% | 22.52%-21.2pp | 32.56%-31.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,139 | $1,731+23.6% | $4,002-46.5% | $2,281-6.2% |
| Participant deferral / active EE | $2,094 | $3,158-33.7% | $4,797-56.3% | $3,203-34.6% |
| Admin fee / account holder | $2,958 | $3,647-18.9% | $8,520-65.3% | $4,296-31.1% |