Filed November 19, 2005 (most recent of 2 filings on file)
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 | $106,772 | $123,793-13.7% | $177,821-40.0% | $79,858+33.7% |
| Participation rate | 89.7% | 84.7%+5.1pp | 87.7%+2.0pp | 69.6%+20.1pp |
| Annual return | 9.02% | 22.82%-13.8pp | 48.32%-39.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $4,710 | $4,095+15.0% | $5,918-20.4% | $2,471+90.6% |
| Participant deferral / active EE | $4,040 | $5,956-32.2% | $7,714-47.6% | $3,740+8.0% |
| Admin fee / account holder | $9,795 | $7,243+35.2% | $12,427-21.2% | $5,306+84.6% |