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 | $52,420 | $91,552-42.7% | $133,956-60.9% | $79,858-34.4% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.6%+17.1pp |
| Annual return | 9.59% | 61.85%-52.3pp | 45.09%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,401 | $2,384-41.2% | $3,919-64.2% | $2,471-43.3% |
| Participant deferral / active EE | $2,150 | $3,733-42.4% | $5,048-57.4% | $3,740-42.5% |
| Admin fee / account holder | $3,552 | $6,321-43.8% | $8,927-60.2% | $5,306-33.1% |