Filed November 22, 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 | $29,421 | $45,035-34.7% | $62,995-53.3% | $70,131-58.0% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 10.10% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,382 | $2,051-32.6% | $2,759-49.9% | $2,342-41.0% |
| Participant deferral / active EE | $1,485 | $2,465-39.8% | $3,329-55.4% | $3,332-55.4% |
| Admin fee / account holder | $1,232 | $2,834-56.5% | $3,600-65.8% | $4,645-73.5% |