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 | $54,251 | $135,952-60.1% | $123,892-56.2% | $273,961-80.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.17% | 56.63%-53.5pp | 47.52%-44.3pp | 41.45%-38.3pp |
| Employer contribution / active EE | $13,769 | $5,170+166.3% | $4,617+198.2% | $4,869+182.8% |
| Participant deferral / active EE | $3,942 | $6,343-37.9% | $5,984-34.1% | $5,287-25.4% |
| Admin fee / account holder | $41,903 | $9,817+326.8% | $8,357+401.4% | $10,132+313.6% |