Filed November 29, 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 | $147,115 | $62,672+134.7% | $185,117-20.5% | $70,131+109.8% |
| Participation rate | 92.7% | 63.8%+28.9pp | 77.3%+15.4pp | 69.5%+23.1pp |
| Annual return | 12.42% | 40.79%-28.4pp | 40.50%-28.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $382 | $1,753-78.2% | $4,182-90.9% | $2,342-83.7% |
| Participant deferral / active EE | $6,776 | $3,272+107.1% | $5,045+34.3% | $3,332+103.4% |
| Admin fee / account holder | $28,878 | $3,932+634.5% | $8,159+253.9% | $4,645+521.7% |