Filed January 24, 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 | $43,092 | $109,359-60.6% | $162,163-73.4% | $72,985-41.0% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 19.57% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,727 | $3,907-55.8% | $5,614-69.2% | $2,440-29.2% |
| Participant deferral / active EE | $2,464 | $5,481-55.0% | $7,298-66.2% | $3,607-31.7% |
| Admin fee / account holder | $2,849 | $7,972-64.3% | $10,843-73.7% | $5,124-44.4% |