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 | $105,338 | $138,347-23.9% | $184,203-42.8% | $80,856+30.3% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 10.80% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,236 | $4,850-33.3% | $6,427-49.6% | $2,755+17.5% |
| Participant deferral / active EE | $5,730 | $7,071-19.0% | $9,131-37.3% | $4,296+33.4% |
| Admin fee / account holder | $23,125 | $10,483+120.6% | $13,901+66.4% | $6,918+234.3% |