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.)
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $123,793-70.1% | $177,821-79.2% | $79,858-53.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | -21.54% | 22.82%-44.4pp | 48.32%-69.9pp | 31.71%-53.3pp |
| Employer contribution / active EE | $1,928 | $4,095-52.9% | $5,918-67.4% | $2,471-22.0% |
| Participant deferral / active EE | $2,368 | $5,956-60.2% | $7,714-69.3% | $3,740-36.7% |
| Admin fee / account holder | $4,451 | $7,243-38.5% | $12,427-64.2% | $5,306-16.1% |