Filed August 30, 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 | $150,312 | $81,460+84.5% | $103,333+45.5% | $80,856+85.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 9.98% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,282 | $3,105+5.7% | $3,868-15.2% | $2,755+19.1% |
| Participant deferral / active EE | $4,923 | $3,869+27.2% | $5,057-2.7% | $4,296+14.6% |
| Admin fee / account holder | $18,227 | $6,566+177.6% | $8,355+118.2% | $6,918+163.5% |