Filed April 6, 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 3-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 | $40,865 | $57,281-28.7% | $86,612-52.8% | $75,163-45.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.19% | 2670.75%-2670.6pp | 591.07%-590.9pp | 160.62%-160.4pp |
| Employer contribution / active EE | $6,216 | $2,314+168.6% | $3,022+105.6% | $2,670+132.8% |
| Participant deferral / active EE | $7,340 | $3,318+121.2% | $4,438+65.4% | $4,125+77.9% |
| Admin fee / account holder | $1,633 | $4,112-60.3% | $5,614-70.9% | $5,651-71.1% |