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 | $54,835 | $57,281-4.3% | $86,612-36.7% | $75,163-27.0% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 13.52% | 2670.75%-2657.2pp | 591.07%-577.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $983 | $2,314-57.5% | $3,022-67.5% | $2,670-63.2% |
| Participant deferral / active EE | $3,302 | $3,318-0.5% | $4,438-25.6% | $4,125-20.0% |
| Admin fee / account holder | $33,687 | $4,112+719.3% | $5,614+500.0% | $5,651+496.1% |