Filed May 5, 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 | $28,340 | $49,791-43.1% | $78,210-63.8% | $70,131-59.6% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.96% | 20.75%-8.8pp | 40.90%-28.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $712 | $1,430-50.2% | $2,034-65.0% | $2,342-69.6% |
| Participant deferral / active EE | $1,779 | $2,150-17.3% | $2,823-37.0% | $3,332-46.6% |
| Admin fee / account holder | $630 | $3,181-80.2% | $3,758-83.2% | $4,645-86.4% |