Filed August 8, 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 | $85,102 | $99,079-14.1% | $77,999+9.1% | $273,961-68.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | -0.67% | 217.93%-218.6pp | 425.96%-426.6pp | 41.45%-42.1pp |
| Employer contribution / active EE | $478 | $3,308-85.6% | $2,470-80.7% | $4,869-90.2% |
| Participant deferral / active EE | $2,643 | $4,306-38.6% | $3,497-24.4% | $5,287-50.0% |
| Admin fee / account holder | $1,002 | $8,954-88.8% | $5,480-81.7% | $10,132-90.1% |