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 | $138,248 | $127,065+8.8% | $113,168+22.2% | $142,382-2.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.17% | 24.03%-15.9pp | 24.27%-16.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,548 | $3,442+3.1% | $2,975+19.3% | $4,299-17.5% |
| Participant deferral / active EE | $3,299 | $5,716-42.3% | $5,107-35.4% | $6,507-49.3% |
| Admin fee / account holder | $2,065 | $15,736-86.9% | $12,068-82.9% | $12,624-83.6% |