Filed April 5, 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 9-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 | $176,944 | $61,156+189.3% | $185,823-4.8% | $79,386+122.9% |
| Participation rate | 88.1% | 66.6%+21.5pp | 81.7%+6.4pp | 70.7%+17.4pp |
| Annual return | 9.77% | 19.45%-9.7pp | 122.05%-112.3pp | 116.85%-107.1pp |
| Employer contribution / active EE | $7,233 | $2,321+211.7% | $5,167+40.0% | $2,427+198.0% |
| Participant deferral / active EE | $3,752 | $2,789+34.5% | $5,568-32.6% | $4,046-7.3% |
| Admin fee / account holder | $6,028 | $710+749.5% | $16,237-62.9% | $626+862.2% |