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 | $168,802 | $102,605+64.5% | $145,661+15.9% | $84,808+99.0% |
| Participation rate | 84.3% | 74.3%+10.0pp | 77.2%+7.1pp | 68.3%+16.0pp |
| Annual return | 13.10% | 26.50%-13.4pp | 101.46%-88.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,288 | $3,325-1.1% | $4,238-22.4% | $2,631+25.0% |
| Participant deferral / active EE | $5,195 | $5,750-9.6% | $7,198-27.8% | $4,212+23.4% |
| Admin fee / account holder | $43,857 | $8,758+400.8% | $12,466+251.8% | $7,344+497.2% |