Filed April 22, 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 | $62,514 | $94,529-33.9% | $140,016-55.4% | $64,186-2.6% |
| Participation rate | 95.3% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | -9.37% | 7.77%-17.1pp | 651.12%-660.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,349 | $3,812-12.2% | $5,606-40.3% | $2,381+40.7% |
| Participant deferral / active EE | $4,055 | $5,250-22.8% | $6,927-41.5% | $3,470+16.9% |
| Admin fee / account holder | $934 | $6,741-86.1% | $10,705-91.3% | $4,888-80.9% |