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 | $76,499 | $144,119-46.9% | $117,854-35.1% | $147,584-48.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.94% | 531.15%-524.2pp | 335.08%-328.1pp | 578.55%-571.6pp |
| Employer contribution / active EE | $4,375 | $4,896-10.7% | $3,786+15.6% | $4,876-10.3% |
| Participant deferral / active EE | $3,410 | $5,316-35.9% | $4,482-23.9% | $5,439-37.3% |
| Admin fee / account holder | $9,303 | $10,886-14.5% | $8,020+16.0% | $10,885-14.5% |