Filed May 31, 2005 (most recent of 3 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.
Participant 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 | $34,042 | $82,032-58.5% | $123,104-72.3% | $59,632-42.9% |
| Participation rate | 98.8% | 83.2%+15.6pp | 86.8%+12.0pp | 68.7%+30.1pp |
| Annual return | -0.44% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,568 | $3,297-52.4% | $5,151-69.6% | $2,203-28.8% |
| Participant deferral / active EE | $1,877 | $4,667-59.8% | $6,230-69.9% | $3,192-41.2% |
| Admin fee / account holder | $4,769 | $5,881-18.9% | $9,015-47.1% | $4,297+11.0% |