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 | $56,143 | $110,094-49.0% | $151,611-63.0% | $68,494-18.0% |
| Participation rate | 75.8% | 84.0%-8.2pp | 87.5%-11.7pp | 67.9%+7.9pp |
| Annual return | -18.78% | -10.12%-8.7pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,737 | $4,471-16.4% | $6,166-39.4% | $2,596+44.0% |
| Participant deferral / active EE | $4,088 | $6,527-37.4% | $8,363-51.1% | $4,027+1.5% |
| Admin fee / account holder | $3,840 | $7,719-50.2% | $11,616-66.9% | $5,403-28.9% |