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 | $168,465 | $54,705+208.0% | $71,209+136.6% | $84,808+98.6% |
| Participation rate | 90.5% | 64.1%+26.4pp | 73.8%+16.7pp | 68.3%+22.2pp |
| Annual return | 12.82% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,057 | $2,158+180.7% | $2,721+122.6% | $2,631+130.2% |
| Participant deferral / active EE | $6,748 | $3,030+122.7% | $4,175+61.6% | $4,212+60.2% |
| Admin fee / account holder | $28,897 | $4,863+494.2% | $5,349+440.3% | $7,344+293.5% |