Filed November 19, 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 | $218,634 | $57,281+281.7% | $86,612+152.4% | $75,163+190.9% |
| Participation rate | 92.3% | 63.2%+29.1pp | 71.7%+20.6pp | 67.2%+25.1pp |
| Annual return | 10.82% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.8pp |
| Employer contribution / active EE | $7,182 | $2,314+210.3% | $3,022+137.6% | $2,670+169.0% |
| Participant deferral / active EE | $6,857 | $3,318+106.7% | $4,438+54.5% | $4,125+66.2% |
| Admin fee / account holder | $60,511 | $4,112+1371.6% | $5,614+977.8% | $5,651+970.8% |