Filed August 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 | $83,282 | $198,466-58.0% | $170,442-51.1% | $147,584-43.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.51% | 257.29%-250.8pp | 205.93%-199.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $8,899 | $6,184+43.9% | $5,433+63.8% | $4,876+82.5% |
| Participant deferral / active EE | $6,047 | $5,629+7.4% | $4,939+22.4% | $5,439+11.2% |
| Admin fee / account holder | $44,862 | $16,852+166.2% | $13,880+223.2% | $10,885+312.1% |