Filed November 9, 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 | $113,454 | $125,758-9.8% | $169,993-33.3% | $75,163+50.9% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 9.48% | 27.20%-17.7pp | 53.37%-43.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $2,046 | $4,615-55.7% | $6,785-69.8% | $2,670-23.4% |
| Participant deferral / active EE | $3,222 | $6,837-52.9% | $10,408-69.0% | $4,125-21.9% |
| Admin fee / account holder | $8,900 | $8,173+8.9% | $12,815-30.6% | $5,651+57.5% |