Filed February 17, 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 | $123,566 | $168,632-26.7% | $147,614-16.3% | $125,391-1.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -26.86% | 77.65%-104.5pp | 61.98%-88.8pp | 282.22%-309.1pp |
| Employer contribution / active EE | $1,778 | $6,252-71.6% | $5,564-68.0% | $4,866-63.5% |
| Participant deferral / active EE | $7,625 | $5,507+38.5% | $4,895+55.8% | $5,352+42.5% |
| Admin fee / account holder | $1,805 | $13,580-86.7% | $11,611-84.5% | $9,540-81.1% |