Filed June 6, 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 | $181,838 | $106,584+70.6% | $101,326+79.5% | $142,382+27.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 10.95% | 36.93%-26.0pp | 36.82%-25.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,548 | $3,956+65.5% | $3,665+78.6% | $4,299+52.3% |
| Participant deferral / active EE | $12,173 | $8,297+46.7% | $7,994+52.3% | $6,507+87.1% |
| Admin fee / account holder | $75,019 | $11,446+555.4% | $11,185+570.7% | $12,624+494.3% |