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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,139 | $94,529-45.9% | $140,016-63.5% | $64,186-20.3% |
| Participation rate | 70.5% | 84.1%-13.6pp | 87.5%-17.0pp | 69.6%+0.9pp |
| Annual return | -6.03% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,976 | $3,812-21.9% | $5,606-46.9% | $2,381+25.0% |
| Participant deferral / active EE | $1,631 | $5,250-68.9% | $6,927-76.4% | $3,470-53.0% |
| Admin fee / account holder | $969 | $6,741-85.6% | $10,705-90.9% | $4,888-80.2% |