Filed April 19, 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 | $155,823 | $90,745+71.7% | $130,231+19.7% | $75,163+107.3% |
| Participation rate | 80.7% | 71.1%+9.7pp | 76.3%+4.4pp | 67.2%+13.5pp |
| Annual return | 11.84% | 34.45%-22.6pp | 38.77%-26.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $5,859 | $3,314+76.8% | $4,126+42.0% | $2,670+119.5% |
| Participant deferral / active EE | $4,680 | $5,362-12.7% | $6,799-31.2% | $4,125+13.4% |
| Admin fee / account holder | $65,038 | $6,331+927.3% | $6,020+980.4% | $5,651+1050.9% |