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 | $107,677 | $122,239-11.9% | $184,203-41.5% | $74,495+44.5% |
| Participation rate | 80.2% | 85.5%-5.3pp | 86.8%-6.6pp | 67.2%+13.0pp |
| Annual return | 20.33% | 19.95%+0.4pp | 28.81%-8.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,889 | $7,139-31.5% | $9,131-46.5% | $4,346+12.5% |
| Admin fee / account holder | $3,150 | $1,260+150.1% | $13,901-77.3% | $1,942+62.2% |