Filed February 2, 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.
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 | $50,517 | $87,841-42.5% | $133,980-62.3% | $62,891-19.7% |
| Participation rate | 86.2% | 83.4%+2.8pp | 87.1%-0.9pp | 69.3%+16.9pp |
| Annual return | 5.57% | 12.05%-6.5pp | 29.30%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,293 | $3,483-34.2% | $5,211-56.0% | $2,281+0.5% |
| Participant deferral / active EE | $2,701 | $4,812-43.9% | $6,282-57.0% | $3,203-15.7% |
| Admin fee / account holder | $1,982 | $5,371-63.1% | $9,324-78.7% | $4,296-53.8% |