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 | $85,906 | $140,588-38.9% | $123,104-30.2% | $125,391-31.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -4.78% | 16.80%-21.6pp | 13.22%-18.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,343 | $6,041-77.8% | $5,151-73.9% | $4,866-72.4% |
| Participant deferral / active EE | $2,437 | $6,980-65.1% | $6,230-60.9% | $5,352-54.5% |
| Admin fee / account holder | $7,850 | $11,198-29.9% | $9,015-12.9% | $9,540-17.7% |