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 | $145,869 | $125,758+16.0% | $169,993-14.2% | $75,163+94.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.51% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $5,573 | $4,615+20.8% | $6,785-17.9% | $2,670+108.7% |
| Participant deferral / active EE | $5,124 | $6,837-25.1% | $10,408-50.8% | $4,125+24.2% |
| Admin fee / account holder | $6,715 | $8,173-17.8% | $12,815-47.6% | $5,651+18.8% |