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 | $73,738 | $131,829-44.1% | $108,579-32.1% | $273,961-73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.30% | -91.57%+90.3pp | -51.70%+50.4pp | 41.45%-42.8pp |
| Employer contribution / active EE | $2,778 | $4,912-43.5% | $3,758-26.1% | $4,869-42.9% |
| Participant deferral / active EE | $3,157 | $5,127-38.4% | $4,311-26.8% | $5,287-40.3% |
| Admin fee / account holder | $15,008 | $10,252+46.4% | $7,645+96.3% | $10,132+48.1% |