Filed November 16, 2005 (most recent of 4 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.
Employer 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 | $23,889 | $167,484-85.7% | $151,611-84.2% | $134,475-82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.28% | 7.80%-5.5pp | 3.33%-1.1pp | 417.96%-415.7pp |
| Employer contribution / active EE | $615 | $6,829-91.0% | $6,166-90.0% | $4,740-87.0% |
| Participant deferral / active EE | $508 | $8,986-94.4% | $8,363-93.9% | $6,400-92.1% |
| Admin fee / account holder | $1,825 | $13,783-86.8% | $11,616-84.3% | $11,426-84.0% |