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 | $39,891 | $138,347-71.2% | $184,203-78.3% | $80,856-50.7% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.6%+25.8pp |
| Annual return | 12.58% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,916 | $4,850-60.5% | $6,427-70.2% | $2,755-30.5% |
| Participant deferral / active EE | $2,442 | $7,071-65.5% | $9,131-73.3% | $4,296-43.2% |
| Admin fee / account holder | $3,453 | $10,483-67.1% | $13,901-75.2% | $6,918-50.1% |