Filed July 28, 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 | $118,352 | $142,405-16.9% | $115,157+2.8% | $152,861-22.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 6.11% | 41.48%-35.4pp | 35.60%-29.5pp | 345.32%-339.2pp |
| Employer contribution / active EE | $6,726 | $4,010+67.7% | $3,179+111.6% | $4,762+41.2% |
| Participant deferral / active EE | $9,026 | $5,164+74.8% | $4,168+116.5% | $5,850+54.3% |
| Admin fee / account holder | $14,344 | $8,462+69.5% | $7,088+102.4% | $11,596+23.7% |