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 | $100,019 | $60,349+65.7% | $74,183+34.8% | $62,891+59.0% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 0.47% | 21.37%-20.9pp | 17.74%-17.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $3,239 | $1,680+92.8% | $2,370+36.7% | $2,281+42.0% |
| Participant deferral / active EE | $4,328 | $2,856+51.5% | $3,550+21.9% | $3,203+35.1% |
| Admin fee / account holder | $12,808 | $4,261+200.6% | $5,586+129.3% | $4,296+198.2% |