Filed November 9, 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 | $141,025 | $85,766+64.4% | $136,294+3.5% | $70,131+101.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.85% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,848 | $2,966+29.7% | $4,695-18.1% | $2,342+64.3% |
| Participant deferral / active EE | $9,695 | $5,051+91.9% | $6,247+55.2% | $3,332+191.0% |
| Admin fee / account holder | $13,289 | $5,420+145.2% | $9,243+43.8% | $4,645+186.1% |