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 | $123,514 | $81,233+52.0% | $155,567-20.6% | $80,874+52.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.35% | 33.33%-24.0pp | 64.74%-55.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $7,128 | $3,101+129.9% | $4,674+52.5% | $2,756+158.7% |
| Participant deferral / active EE | $6,539 | $3,452+89.4% | $5,628+16.2% | $4,297+52.2% |
| Admin fee / account holder | $29,639 | $7,998+270.6% | $15,916+86.2% | $6,935+327.4% |