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 | $111,955 | $110,257+1.5% | $96,544+16.0% | $139,434-19.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.15% | 26.32%-21.2pp | 25.84%-20.7pp | 372.94%-367.8pp |
| Employer contribution / active EE | $4,413 | $3,620+21.9% | $2,965+48.8% | $4,751-7.1% |
| Participant deferral / active EE | $4,275 | $5,548-22.9% | $4,851-11.9% | $6,710-36.3% |
| Admin fee / account holder | $1,449 | $11,591-87.5% | $8,252-82.4% | $11,403-87.3% |