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 | $80,203 | $125,758-36.2% | $169,993-52.8% | $75,163+6.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.79% | 27.20%-16.4pp | 53.37%-42.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $5,496 | $4,615+19.1% | $6,785-19.0% | $2,670+105.9% |
| Participant deferral / active EE | $4,515 | $6,837-34.0% | $10,408-56.6% | $4,125+9.5% |
| Admin fee / account holder | $23,425 | $8,173+186.6% | $12,815+82.8% | $5,651+314.5% |