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 | $89,031 | $201,272-55.8% | $184,203-51.7% | $145,922-39.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.65% | 29.00%-28.4pp | 28.81%-28.2pp | 561.29%-560.6pp |
| Employer contribution / active EE | $2,420 | $7,022-65.5% | $6,427-62.3% | $4,660-48.1% |
| Participant deferral / active EE | $7,530 | $9,806-23.2% | $9,131-17.5% | $6,688+12.6% |
| Admin fee / account holder | $9,683 | $16,364-40.8% | $13,901-30.3% | $13,397-27.7% |