Filed July 1, 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 | $219,728 | $77,899+182.1% | $149,673+46.8% | $75,163+192.3% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 11.96% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $8,824 | $3,137+181.3% | $4,818+83.2% | $2,670+230.5% |
| Participant deferral / active EE | $5,182 | $3,411+51.9% | $5,680-8.8% | $4,125+25.6% |
| Admin fee / account holder | $75,122 | $5,956+1161.2% | $13,210+468.7% | $5,651+1229.4% |