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 | $40,561 | $148,978-72.8% | $200,582-79.8% | $84,808-52.2% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 15.91% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,798 | $4,815-62.7% | $6,419-72.0% | $2,631-31.7% |
| Participant deferral / active EE | $2,427 | $7,142-66.0% | $9,331-74.0% | $4,212-42.4% |
| Admin fee / account holder | $5,059 | $13,977-63.8% | $16,305-69.0% | $7,344-31.1% |