Filed May 5, 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 | $42,338 | $123,793-65.8% | $177,821-76.2% | $79,858-47.0% |
| Participation rate | 81.0% | 84.7%-3.7pp | 87.7%-6.8pp | 69.6%+11.3pp |
| Annual return | 14.47% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,673 | $4,095-59.1% | $5,918-71.7% | $2,471-32.3% |
| Participant deferral / active EE | $2,063 | $5,956-65.4% | $7,714-73.3% | $3,740-44.8% |
| Admin fee / account holder | $2,049 | $7,243-71.7% | $12,427-83.5% | $5,306-61.4% |