Filed November 9, 2005 (most recent of 2 filings on file)
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 | $166,680 | $81,947+103.4% | $105,387+58.2% | $72,985+128.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.29% | 42.90%-34.6pp | 26.82%-18.5pp | 81.00%-72.7pp |
| Employer contribution / active EE | $2,328 | $3,468-32.9% | $4,213-44.7% | $2,440-4.6% |
| Participant deferral / active EE | $5,655 | $4,494+25.8% | $5,502+2.8% | $3,607+56.8% |
| Admin fee / account holder | $11,310 | $6,258+80.7% | $6,559+72.4% | $5,124+120.7% |