Filed March 29, 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 | $87,353 | $209,336-58.3% | $197,124-55.7% | $137,256-36.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.09% | 48.09%-37.0pp | 44.34%-33.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,581 | $6,591-45.7% | $6,227-42.5% | $4,156-13.8% |
| Participant deferral / active EE | $5,215 | $9,614-45.8% | $9,135-42.9% | $6,407-18.6% |
| Admin fee / account holder | $5,695 | $17,308-67.1% | $16,298-65.1% | $12,270-53.6% |