Filed December 10, 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 | $84,639 | $137,414-38.4% | $189,513-55.3% | $85,850-1.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.34% | 38.14%-27.8pp | 555.15%-544.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $5,329 | $4,344+22.7% | $6,162-13.5% | $2,565+107.8% |
| Participant deferral / active EE | $4,417 | $6,260-29.4% | $8,221-46.3% | $3,952+11.8% |
| Admin fee / account holder | $2,286 | $8,630-73.5% | $12,045-81.0% | $6,260-63.5% |