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 9-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 | $142,349 | $102,966+38.2% | $90,281+57.7% | $152,861-6.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.60% | 95.16%-91.6pp | 78.10%-74.5pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,412 | $3,139-23.2% | $2,854-15.5% | $4,762-49.4% |
| Participant deferral / active EE | $5,672 | $4,281+32.5% | $3,885+46.0% | $5,850-3.0% |
| Admin fee / account holder | $53,234 | $6,171+762.7% | $5,351+894.8% | $11,596+359.1% |