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 | $127,065+16.2% | $113,168+30.5% | $142,382+3.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.31% | 24.03%-14.7pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $6,509 | $3,442+89.1% | $2,975+118.8% | $4,299+51.4% |
| Participant deferral / active EE | $8,652 | $5,716+51.4% | $5,107+69.4% | $6,507+33.0% |
| Admin fee / account holder | $99,385 | $15,736+531.6% | $12,068+723.6% | $12,624+687.3% |