Filed November 29, 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 | $105,220 | $48,076+118.9% | $78,689+33.7% | $62,891+67.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -1.91% | 31.35%-33.3pp | 62.18%-64.1pp | 20.14%-22.1pp |
| Employer contribution / active EE | $6,717 | $2,015+233.4% | $2,851+135.6% | $2,281+194.5% |
| Participant deferral / active EE | $4,733 | $2,588+82.9% | $3,517+34.6% | $3,203+47.8% |
| Admin fee / account holder | $9,295 | $3,207+189.8% | $4,510+106.1% | $4,296+116.4% |