Filed November 19, 2005 (most recent of 2 filings on file)
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 | $57,172 | $94,529-39.5% | $140,016-59.2% | $64,186-10.9% |
| Participation rate | 95.7% | 84.1%+11.7pp | 87.5%+8.2pp | 69.6%+26.2pp |
| Annual return | -7.37% | 7.77%-15.1pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,113 | $3,812-44.6% | $5,606-62.3% | $2,381-11.2% |
| Participant deferral / active EE | $3,282 | $5,250-37.5% | $6,927-52.6% | $3,470-5.4% |
| Admin fee / account holder | $2,797 | $6,741-58.5% | $10,705-73.9% | $4,888-42.8% |