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 | $111,286 | $77,145+44.3% | $108,410+2.7% | $85,850+29.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.44% | 44.54%-32.1pp | 905.27%-892.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $816 | $2,379-65.7% | $3,558-77.1% | $2,565-68.2% |
| Participant deferral / active EE | $5,256 | $5,566-5.6% | $6,563-19.9% | $3,952+33.0% |
| Admin fee / account holder | $12,406 | $5,172+139.9% | $7,295+70.1% | $6,260+98.2% |