Filed March 8, 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 | $245,417 | $202,318+21.3% | $172,739+42.1% | $152,861+60.5% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 3.47% | 1029.65%-1026.2pp | 802.84%-799.4pp | 345.32%-341.8pp |
| Employer contribution / active EE | $8,599 | $5,856+46.8% | $5,143+67.2% | $4,762+80.6% |
| Participant deferral / active EE | $4,912 | $5,948-17.4% | $5,198-5.5% | $5,850-16.0% |
| Admin fee / account holder | $263,605 | $17,109+1440.8% | $13,954+1789.1% | $11,596+2173.2% |