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 | $81,466 | $53,127+53.3% | $86,590-5.9% | $70,131+16.2% |
| Participation rate | 95.1% | 65.3%+29.8pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 6.76% | 27.66%-20.9pp | 964.84%-958.1pp | 73.14%-66.4pp |
| Employer contribution / active EE | $2,310 | $2,068+11.7% | $2,839-18.6% | $2,342-1.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,063 | $3,585-42.5% | $4,906-58.0% | $4,645-55.6% |