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.)
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 | $27,120 | $110,094-75.4% | $151,611-82.1% | $68,494-60.4% |
| Participation rate | 89.8% | 84.0%+5.8pp | 87.5%+2.3pp | 67.9%+21.9pp |
| Annual return | -17.38% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,573 | $4,471-64.8% | $6,166-74.5% | $2,596-39.4% |
| Participant deferral / active EE | $2,253 | $6,527-65.5% | $8,363-73.1% | $4,027-44.0% |
| Admin fee / account holder | $8,755 | $7,719+13.4% | $11,616-24.6% | $5,403+62.0% |