Filed May 20, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,650 | $171,865-73.4% | $149,718-69.5% | $147,584-69.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 16.01% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,299 | $6,275-79.3% | $5,445-76.1% | $4,876-73.4% |
| Participant deferral / active EE | $1,268 | $7,271-82.6% | $6,569-80.7% | $5,439-76.7% |
| Admin fee / account holder | $515 | $13,799-96.3% | $11,283-95.4% | $10,885-95.3% |