Filed December 10, 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 | $153,252 | $91,552+67.4% | $133,956+14.4% | $79,858+91.9% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 6.91% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,413 | $2,384+1.2% | $3,919-38.4% | $2,471-2.4% |
| Participant deferral / active EE | $4,390 | $3,733+17.6% | $5,048-13.0% | $3,740+17.4% |
| Admin fee / account holder | $735 | $6,321-88.4% | $8,927-91.8% | $5,306-86.1% |