Filed November 17, 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 | $46,022 | $182,036-74.7% | $100,671-54.3% | - |
| Participation rate | 82.8% | 58.6%+24.2pp | 70.7%+12.1pp | - |
| Annual return | -4.57% | -3.13%-1.4pp | 20.43%-25.0pp | - |
| Employer contribution / active EE | $2,240 | $754+197.0% | $4,012-44.2% | - |
| Participant deferral / active EE | $3,357 | $1,895+77.1% | $3,144+6.8% | - |
| Admin fee / account holder | $4,306 | $5,347-19.5% | $4,850-11.2% | - |