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 | $103,650 | $67,606+53.3% | $82,313+25.9% | $70,131+47.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 10.92% | 21.57%-10.6pp | 25.88%-15.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $3,317 | $1,755+89.0% | $2,428+36.6% | $2,342+41.6% |
| Participant deferral / active EE | $4,295 | $2,987+43.8% | $3,706+15.9% | $3,332+28.9% |
| Admin fee / account holder | $17,330 | $4,512+284.1% | $5,608+209.0% | $4,645+273.1% |