Filed September 21, 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.
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 | $76,953 | $109,359-29.6% | $162,163-52.5% | $72,985+5.4% |
| Participation rate | 71.6% | 84.3%-12.6pp | 87.6%-15.9pp | 69.5%+2.2pp |
| Annual return | 24.90% | 25.46%-0.6pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,510 | $5,481-36.0% | $7,298-51.9% | $3,607-2.7% |
| Admin fee / account holder | $3,822 | $7,972-52.1% | $10,843-64.8% | $5,124-25.4% |