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 | $190,542 | $98,750+93.0% | $149,696+27.3% | $79,858+138.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.38% | 27.43%-18.0pp | 276.60%-267.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $7,474 | $3,216+132.4% | $4,644+60.9% | $2,471+202.5% |
| Participant deferral / active EE | $8,790 | $5,680+54.7% | $6,842+28.5% | $3,740+135.0% |
| Admin fee / account holder | $87,023 | $6,053+1337.8% | $9,309+834.9% | $5,306+1540.0% |