Filed November 29, 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 | $51,158 | $201,272-74.6% | $184,203-72.2% | $145,922-64.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 5.38% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $4,365 | $7,022-37.8% | $6,427-32.1% | $4,660-6.3% |
| Participant deferral / active EE | $5,961 | $9,806-39.2% | $9,131-34.7% | $6,688-10.9% |
| Admin fee / account holder | $49,381 | $16,364+201.8% | $13,901+255.2% | $13,397+268.6% |