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 | $96,592 | $77,503+24.6% | $100,391-3.8% | $80,856+19.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 81.5%+9.4pp | 67.6%+23.3pp |
| Annual return | 11.06% | 37.20%-26.1pp | 49.20%-38.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $998 | $2,801-64.4% | $3,942-74.7% | $2,755-63.8% |
| Participant deferral / active EE | $5,682 | $6,820-16.7% | $8,082-29.7% | $4,296+32.3% |
| Admin fee / account holder | $12,854 | $5,897+118.0% | $7,899+62.7% | $6,918+85.8% |