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 | $50,284 | $110,094-54.3% | $151,611-66.8% | $68,494-26.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | 10.76% | -10.12%+20.9pp | 3.33%+7.4pp | -7.84%+18.6pp |
| Employer contribution / active EE | $2,082 | $4,471-53.4% | $6,166-66.2% | $2,596-19.8% |
| Participant deferral / active EE | $2,717 | $6,527-58.4% | $8,363-67.5% | $4,027-32.5% |
| Admin fee / account holder | $1,364 | $7,719-82.3% | $11,616-88.3% | $5,403-74.8% |