Filed May 22, 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 | $112,191 | $79,633+40.9% | $93,789+19.6% | $68,494+63.8% |
| Participation rate | 95.0% | 75.4%+19.6pp | 81.0%+14.0pp | 67.9%+27.1pp |
| Annual return | -21.70% | -0.10%-21.6pp | -11.33%-10.4pp | -7.84%-13.9pp |
| Employer contribution / active EE | $6,198 | $3,665+69.1% | $4,323+43.4% | $2,596+138.7% |
| Participant deferral / active EE | $5,756 | $5,158+11.6% | $6,094-5.6% | $4,027+42.9% |
| Admin fee / account holder | $2,810 | $6,871-59.1% | $7,195-60.9% | $5,403-48.0% |