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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $61,124 | $81,208-24.7% | $98,907-38.2% | $79,858-23.5% |
| Participation rate | 92.2% | 72.5%+19.7pp | 76.0%+16.1pp | 69.6%+22.5pp |
| Annual return | 9.58% | 60.99%-51.4pp | 196.43%-186.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $368 | $1,960-81.2% | $2,689-86.3% | $2,471-85.1% |
| Participant deferral / active EE | $1,029 | $3,265-68.5% | $4,244-75.8% | $3,740-72.5% |
| Admin fee / account holder | $12,622 | $6,013+109.9% | $6,642+90.0% | $5,306+137.9% |