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 6-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 | $108,531 | $48,795+122.4% | $65,493+65.7% | $84,808+28.0% |
| Participation rate | 82.2% | 67.0%+15.2pp | 73.1%+9.1pp | 68.3%+13.9pp |
| Annual return | 3.78% | 20.20%-16.4pp | 982.45%-978.7pp | 40.90%-37.1pp |
| Employer contribution / active EE | $2,412 | $1,930+25.0% | $2,574-6.3% | $2,631-8.3% |
| Participant deferral / active EE | $5,340 | $2,928+82.3% | $3,961+34.8% | $4,212+26.8% |
| Admin fee / account holder | $4,049 | $3,877+4.4% | $5,028-19.5% | $7,344-44.9% |