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 | $33,038 | $125,758-73.7% | $169,993-80.6% | $75,163-56.0% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 16.91% | 27.20%-10.3pp | 53.37%-36.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,653 | $4,615-64.2% | $6,785-75.6% | $2,670-38.1% |
| Participant deferral / active EE | $2,181 | $6,837-68.1% | $10,408-79.0% | $4,125-47.1% |
| Admin fee / account holder | $2,737 | $8,173-66.5% | $12,815-78.6% | $5,651-51.6% |