Filed September 21, 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 | $67,202 | $102,553-34.5% | $151,611-55.7% | $66,914+0.4% |
| Participation rate | 73.7% | 85.5%-11.8pp | 87.5%-13.8pp | 69.8%+3.9pp |
| Annual return | -19.13% | -10.82%-8.3pp | 3.33%-22.5pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,090 | $6,641-38.4% | $8,363-51.1% | $4,237-3.5% |
| Admin fee / account holder | $4,298 | $630+582.4% | $11,616-63.0% | $593+624.5% |