Filed November 19, 2005 (most recent of 6 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 | $182,419 | $75,963+140.1% | $97,995+86.2% | $70,131+160.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 12.81% | 19.26%-6.5pp | 23.94%-11.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,724 | $3,278-16.9% | $4,158-34.5% | $2,342+16.3% |
| Participant deferral / active EE | $9,159 | $4,053+126.0% | $5,097+79.7% | $3,332+174.9% |
| Admin fee / account holder | $44,246 | $5,407+718.3% | $5,943+644.5% | $4,645+852.5% |