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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,553 | $185,822-83.6% | $169,993-82.0% | $139,434-78.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.93% | 60.50%-52.6pp | 53.37%-45.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $667 | $7,590-91.2% | $6,785-90.2% | $4,751-86.0% |
| Participant deferral / active EE | $350 | $11,622-97.0% | $10,408-96.6% | $6,710-94.8% |
| Admin fee / account holder | $3,470 | $15,381-77.4% | $12,815-72.9% | $11,403-69.6% |