Filed May 5, 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 | $43,405 | $78,705-44.9% | $117,854-63.2% | $70,131-38.1% |
| Participation rate | 91.9% | 73.2%+18.7pp | 79.7%+12.2pp | 69.5%+22.3pp |
| Annual return | 10.64% | 23.30%-12.7pp | 335.08%-324.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,096 | $2,223-50.7% | $3,786-71.0% | $2,342-53.2% |
| Participant deferral / active EE | $1,600 | $3,297-51.5% | $4,482-64.3% | $3,332-52.0% |
| Admin fee / account holder | $4,104 | $5,065-19.0% | $8,020-48.8% | $4,645-11.6% |