Filed November 9, 2005 (most recent of 2 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.
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 | $50,915 | $100,041-49.1% | $149,718-66.0% | $70,131-27.4% |
| Participation rate | 89.2% | 83.6%+5.6pp | 87.1%+2.1pp | 69.5%+19.6pp |
| Annual return | 12.20% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,084 | $3,662-15.8% | $5,445-43.4% | $2,342+31.6% |
| Participant deferral / active EE | $1,482 | $4,983-70.3% | $6,569-77.4% | $3,332-55.5% |
| Admin fee / account holder | $12,214 | $8,286+47.4% | $11,283+8.3% | $4,645+162.9% |