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 | $50,810 | $94,625-46.3% | $116,228-56.3% | $84,808-40.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 10.17% | 20.40%-10.2pp | 90.06%-79.9pp | 40.90%-30.7pp |
| Employer contribution / active EE | $698 | $2,347-70.3% | $2,994-76.7% | $2,631-73.5% |
| Participant deferral / active EE | $2,159 | $3,972-45.6% | $4,953-56.4% | $4,212-48.7% |
| Admin fee / account holder | $21,110 | $10,091+109.2% | $11,989+76.1% | $7,344+187.5% |