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.
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 | $49,233 | $109,359-55.0% | $162,163-69.6% | $72,985-32.5% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 14.72% | 25.46%-10.7pp | 115.59%-100.9pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,797 | $3,907-54.0% | $5,614-68.0% | $2,440-26.4% |
| Participant deferral / active EE | $2,577 | $5,481-53.0% | $7,298-64.7% | $3,607-28.6% |
| Admin fee / account holder | $2,339 | $7,972-70.7% | $10,843-78.4% | $5,124-54.4% |