Filed November 9, 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 | $147,671 | $124,425+18.7% | $112,040+31.8% | $137,256+7.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.31% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $6,509 | $3,411+90.8% | $2,954+120.4% | $4,156+56.6% |
| Participant deferral / active EE | $8,652 | $5,718+51.3% | $5,098+69.7% | $6,407+35.1% |
| Admin fee / account holder | $99,385 | $15,207+553.6% | $12,098+721.5% | $12,270+710.0% |