Filed November 9, 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 7-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 | $104,490 | $107,334-2.6% | $92,893+12.5% | $152,861-31.6% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 3.76% | 145.58%-141.8pp | 109.41%-105.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,785 | $4,221-57.7% | $3,653-51.1% | $4,762-62.5% |
| Participant deferral / active EE | $4,184 | $4,845-13.6% | $4,236-1.2% | $5,850-28.5% |
| Admin fee / account holder | $7,255 | $7,079+2.5% | $5,794+25.2% | $11,596-37.4% |