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 | $171,458 | $96,128+78.4% | $136,007+26.1% | $80,856+112.1% |
| Participation rate | 85.5% | 71.2%+14.2pp | 76.5%+9.0pp | 67.6%+17.8pp |
| Annual return | 9.97% | 28.71%-18.7pp | 579.32%-569.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $6,506 | $3,351+94.1% | $4,217+54.3% | $2,755+136.2% |
| Participant deferral / active EE | $5,349 | $5,709-6.3% | $7,025-23.9% | $4,296+24.5% |
| Admin fee / account holder | $7,508 | $8,236-8.8% | $6,858+9.5% | $6,918+8.5% |