Filed November 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,578 | $120,057-90.4% | $75,696-84.7% | $93,030-87.6% |
| Participation rate | 93.4% | 77.3%+16.1pp | 74.8%+18.5pp | 73.9%+19.5pp |
| Annual return | 28.82% | 19.62%+9.2pp | 104.53%-75.7pp | 158.70%-129.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $805 | $4,089-80.3% | $3,821-78.9% | $4,562-82.3% |
| Admin fee / account holder | $0 | $81-100.0% | $3,619-100.0% | $152-100.0% |