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 | $121,881 | $54,762+122.6% | $90,281+35.0% | $72,985+67.0% |
| Participation rate | 97.1% | 65.1%+32.0pp | 73.3%+23.9pp | 69.5%+27.7pp |
| Annual return | 5.91% | 30.63%-24.7pp | 78.10%-72.2pp | 81.00%-75.1pp |
| Employer contribution / active EE | $7,669 | $2,092+266.5% | $2,854+168.7% | $2,440+214.3% |
| Participant deferral / active EE | $5,898 | $2,887+104.3% | $3,885+51.8% | $3,607+63.5% |
| Admin fee / account holder | $30,297 | $3,972+662.8% | $5,351+466.2% | $5,124+491.2% |