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 | $95,687 | $68,346+40.0% | $94,646+1.1% | $75,163+27.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.44% | 616.93%-601.5pp | 156.71%-141.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $809 | $2,701-70.0% | $3,672-78.0% | $2,670-69.7% |
| Participant deferral / active EE | $4,949 | $6,537-24.3% | $7,418-33.3% | $4,125+20.0% |
| Admin fee / account holder | $4,572 | $5,326-14.2% | $7,231-36.8% | $5,651-19.1% |