Filed November 9, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,774 | $133,922-71.8% | $116,228-67.5% | $142,382-73.5% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 7.27% | 147.76%-140.5pp | 90.06%-82.8pp | 217.08%-209.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,050 | $5,672-81.5% | $4,953-78.8% | $6,507-83.9% |
| Admin fee / account holder | $3,523 | $14,945-76.4% | $11,989-70.6% | $12,624-72.1% |