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 | $123,865 | $117,841+5.1% | $102,423+20.9% | $145,922-15.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.86% | 31.65%-25.8pp | 29.32%-23.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $3,800 | $3,615+5.1% | $3,023+25.7% | $4,660-18.5% |
| Participant deferral / active EE | $4,316 | $5,731-24.7% | $5,053-14.6% | $6,688-35.5% |
| Admin fee / account holder | $1,843 | $13,326-86.2% | $9,451-80.5% | $13,397-86.2% |