Filed March 4, 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 | $88,850 | $72,404+22.7% | $110,238-19.4% | $64,186+38.4% |
| Participation rate | 75.5% | 73.3%+2.1pp | 79.8%-4.3pp | 69.6%+5.9pp |
| Annual return | -7.92% | -6.29%-1.6pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,875 | $2,282-17.8% | $3,826-51.0% | $2,381-21.3% |
| Participant deferral / active EE | $4,568 | $3,469+31.7% | $4,672-2.2% | $3,470+31.7% |
| Admin fee / account holder | $4,167 | $5,664-26.4% | $8,547-51.2% | $4,888-14.7% |