Filed April 19, 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 | $28,929 | $44,850-35.5% | $60,547-52.2% | $59,632-51.5% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.74% | 1074.14%-1077.9pp | 335.64%-339.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,571 | $1,462+75.9% | $2,419+6.3% | $2,203+16.7% |
| Participant deferral / active EE | $5,114 | $2,230+129.4% | $3,328+53.7% | $3,192+60.2% |
| Admin fee / account holder | $4,891 | $3,635+34.5% | $4,536+7.8% | $4,297+13.8% |