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 | $60,759 | $87,013-30.2% | $106,213-42.8% | $80,856-24.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.87% | 17.05%-8.2pp | 116.14%-107.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $801 | $2,395-66.6% | $3,171-74.8% | $2,755-70.9% |
| Participant deferral / active EE | $2,367 | $3,986-40.6% | $5,016-52.8% | $4,296-44.9% |
| Admin fee / account holder | $9,526 | $8,431+13.0% | $11,033-13.7% | $6,918+37.7% |