Filed March 4, 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.
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 | $42,572 | $94,529-55.0% | $140,016-69.6% | $64,186-33.7% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | 0.31% | 7.77%-7.5pp | 651.12%-650.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,943 | $3,812-49.0% | $5,606-65.3% | $2,381-18.4% |
| Participant deferral / active EE | $2,296 | $5,250-56.3% | $6,927-66.9% | $3,470-33.8% |
| Admin fee / account holder | $3,268 | $6,741-51.5% | $10,705-69.5% | $4,888-33.1% |