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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,386 | $100,041-71.6% | $149,718-81.0% | $70,131-59.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -51.15% | 27.43%-78.6pp | 1501.63%-1552.8pp | 73.14%-124.3pp |
| Employer contribution / active EE | $3,084 | $3,662-15.8% | $5,445-43.4% | $2,342+31.6% |
| Participant deferral / active EE | $725 | $4,983-85.4% | $6,569-89.0% | $3,332-78.2% |
| Admin fee / account holder | $4,560 | $8,286-45.0% | $11,283-59.6% | $4,645-1.8% |