Filed February 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,958 | $56,277-39.7% | $80,975-58.1% | $62,891-46.0% |
| Participation rate | 80.3% | 69.0%+11.4pp | 75.8%+4.5pp | 69.3%+11.0pp |
| Annual return | 3.87% | 22.12%-18.3pp | 17.10%-13.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $329 | $1,943-83.1% | $3,714-91.1% | $2,281-85.6% |
| Participant deferral / active EE | $1,677 | $4,195-60.0% | $5,696-70.6% | $3,203-47.7% |
| Admin fee / account holder | $3,926 | $3,741+5.0% | $5,516-28.8% | $4,296-8.6% |