Filed July 11, 2005
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,095 | $95,453-70.6% | $112,040-74.9% | $82,448-65.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 4.12% | 23.92%-19.8pp | 24.52%-20.4pp | 41.64%-37.5pp |
| Employer contribution / active EE | $1,223 | $2,318-47.2% | $2,954-58.6% | $2,551-52.0% |
| Participant deferral / active EE | $2,634 | $4,224-37.6% | $5,098-48.3% | $4,139-36.4% |
| Admin fee / account holder | $13,443 | $9,013+49.1% | $12,098+11.1% | $7,234+85.8% |