Filed November 9, 2005
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 | $28,235 | $51,576-45.3% | $129,207-78.1% | $80,856-65.1% |
| Participation rate | 75.4% | 57.0%+18.4pp | 69.6%+5.8pp | 67.6%+7.8pp |
| Annual return | 9.70% | 20.81%-11.1pp | 9417.33%-9407.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,817 | $2,669-31.9% | $4,168-56.4% | $4,296-57.7% |
| Admin fee / account holder | $15,823 | $4,305+267.5% | $7,715+105.1% | $6,918+128.7% |