Filed August 8, 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 | $94,110 | $67,894+38.6% | $89,340+5.3% | $82,448+14.1% |
| Participation rate | 93.0% | 64.0%+28.9pp | 69.6%+23.4pp | 68.1%+24.9pp |
| Annual return | 11.36% | 19.21%-7.8pp | 20.57%-9.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,148 | $1,828-37.2% | $2,231-48.5% | $2,551-55.0% |
| Participant deferral / active EE | $2,570 | $3,072-16.4% | $3,823-32.8% | $4,139-37.9% |
| Admin fee / account holder | $3,849 | $5,723-32.7% | $6,704-42.6% | $7,234-46.8% |