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 | $50,202 | $58,208-13.8% | $81,812-38.6% | $80,856-37.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 6.03% | 41.66%-35.6pp | 773.79%-767.8pp | 35.59%-29.6pp |
| Employer contribution / active EE | $5,613 | $2,340+139.9% | $2,912+92.7% | $2,755+103.7% |
| Participant deferral / active EE | $6,717 | $3,281+104.7% | $4,319+55.5% | $4,296+56.4% |
| Admin fee / account holder | $2,084 | $4,981-58.2% | $7,386-71.8% | $6,918-69.9% |