Filed July 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 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 | $103,092 | $124,319-17.1% | $111,297-7.4% | $167,490-38.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.00% | 37.44%-33.4pp | 54.65%-50.6pp | 478.56%-474.6pp |
| Employer contribution / active EE | $3,743 | $3,435+9.0% | $2,731+37.1% | $4,837-22.6% |
| Participant deferral / active EE | $3,408 | $5,180-34.2% | $4,487-24.0% | $6,341-46.3% |
| Admin fee / account holder | $541 | $10,618-94.9% | $7,964-93.2% | $12,309-95.6% |