Filed December 28, 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 | $44,654 | $87,841-49.2% | $133,980-66.7% | $62,891-29.0% |
| Participation rate | 89.5% | 83.4%+6.1pp | 87.1%+2.4pp | 69.3%+20.2pp |
| Annual return | 4.68% | 12.05%-7.4pp | 29.30%-24.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,521 | $3,483-27.6% | $5,211-51.6% | $2,281+10.5% |
| Participant deferral / active EE | $3,196 | $4,812-33.6% | $6,282-49.1% | $3,203-0.2% |
| Admin fee / account holder | $10,686 | $5,371+98.9% | $9,324+14.6% | $4,296+148.8% |