Filed August 8, 2005 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,732 | $110,257-38.6% | $96,544-29.8% | $139,434-51.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 12.88% | 26.32%-13.4pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $358 | $3,620-90.1% | $2,965-87.9% | $4,751-92.5% |
| Participant deferral / active EE | $2,499 | $5,548-54.9% | $4,851-48.5% | $6,710-62.8% |
| Admin fee / account holder | $5,975 | $11,591-48.5% | $8,252-27.6% | $11,403-47.6% |