Filed November 9, 2005 (most recent of 2 filings on file)
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 | $101,463 | $70,475+44.0% | $100,516+0.9% | $79,858+27.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 12.57% | 21.90%-9.3pp | 30.89%-18.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $774 | $2,165-64.2% | $3,418-77.4% | $2,471-68.7% |
| Participant deferral / active EE | $4,524 | $5,181-12.7% | $6,270-27.8% | $3,740+21.0% |
| Admin fee / account holder | $14,033 | $4,478+213.3% | $8,081+73.7% | $5,306+164.5% |