Filed December 13, 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 9-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 | $128,251 | $51,638+148.4% | $68,368+87.6% | $82,448+55.6% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 7.80% | 37.53%-29.7pp | 292.57%-284.8pp | 41.64%-33.8pp |
| Employer contribution / active EE | $5,735 | $2,047+180.2% | $2,649+116.5% | $2,551+124.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,920 | $4,643-37.1% | $5,150-43.3% | $7,234-59.6% |