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 | $177,779 | $111,301+59.7% | $112,977+57.4% | $158,922+11.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 3.35% | 26.40%-23.1pp | 24.24%-20.9pp | 302.83%-299.5pp |
| Employer contribution / active EE | $7,161 | $4,471+60.2% | $4,255+68.3% | $4,761+50.4% |
| Participant deferral / active EE | $14,748 | $5,880+150.8% | $5,836+152.7% | $5,982+146.5% |
| Admin fee / account holder | $28,878 | $8,392+244.1% | $6,294+358.8% | $11,246+156.8% |