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 | $148,978-4.7% | $200,582-29.2% | $84,808+67.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 7.74% | 28.16%-20.4pp | 42.33%-34.6pp | 40.90%-33.2pp |
| Employer contribution / active EE | $5,747 | $4,815+19.4% | $6,419-10.5% | $2,631+118.4% |
| Participant deferral / active EE | $4,009 | $7,142-43.9% | $9,331-57.0% | $4,212-4.8% |
| Admin fee / account holder | $16,565 | $13,977+18.5% | $16,305+1.6% | $7,344+125.6% |