Filed April 20, 2005 (most recent of 3 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.
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 | $54,378 | $76,367-28.8% | $93,606-41.9% | $72,985-25.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.36% | 25.82%-9.5pp | 32.76%-16.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $858 | $2,275-62.3% | $2,718-68.4% | $2,440-64.9% |
| Participant deferral / active EE | $2,190 | $3,538-38.1% | $4,069-46.2% | $3,607-39.3% |
| Admin fee / account holder | $2,823 | $6,838-58.7% | $7,888-64.2% | $5,124-44.9% |