Filed November 13, 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 | $90,455 | $138,347-34.6% | $184,203-50.9% | $80,856+11.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $5,431 | $4,850+12.0% | $6,427-15.5% | $2,755+97.2% |
| Participant deferral / active EE | $3,361 | $7,071-52.5% | $9,131-63.2% | $4,296-21.8% |
| Admin fee / account holder | $2,159 | $10,483-79.4% | $13,901-84.5% | $6,918-68.8% |