Filed October 7, 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 | $74,674 | $209,832-64.4% | $189,513-60.6% | $167,490-55.4% |
| Participation rate | 94.7% | 88.7%+6.1pp | 87.8%+6.9pp | 82.1%+12.6pp |
| Annual return | 9.07% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,740 | $6,914-60.4% | $6,162-55.5% | $4,837-43.4% |
| Participant deferral / active EE | $6,924 | $8,935-22.5% | $8,221-15.8% | $6,341+9.2% |
| Admin fee / account holder | $1,869 | $14,293-86.9% | $12,045-84.5% | $12,309-84.8% |