Filed July 20, 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 | $11,249 | $29,660-62.1% | $56,411-80.1% | $80,856-86.1% |
| Participation rate | 81.5% | 41.6%+39.8pp | 52.5%+29.0pp | 67.6%+13.8pp |
| Annual return | 8.34% | 35.23%-26.9pp | 1701.33%-1693.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $330 | $1,226-73.1% | $1,952-83.1% | $4,296-92.3% |
| Admin fee / account holder | $453 | $2,428-81.3% | $2,829-84.0% | $6,918-93.5% |