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 | $142,025 | $146,267-2.9% | $197,124-28.0% | $82,448+72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 7.74% | 29.61%-21.9pp | 44.34%-36.6pp | 41.64%-33.9pp |
| Employer contribution / active EE | $5,747 | $4,723+21.7% | $6,227-7.7% | $2,551+125.3% |
| Participant deferral / active EE | $4,009 | $7,035-43.0% | $9,135-56.1% | $4,139-3.2% |
| Admin fee / account holder | $16,565 | $14,422+14.9% | $16,298+1.6% | $7,234+129.0% |