Filed December 22, 2005 (most recent of 3 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.
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 | $19,831 | $82,032-75.8% | $123,104-83.9% | $59,632-66.7% |
| Participation rate | 93.3% | 83.2%+10.1pp | 86.8%+6.6pp | 68.7%+24.7pp |
| Annual return | -2.58% | 5.12%-7.7pp | 13.22%-15.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $92 | $3,297-97.2% | $5,151-98.2% | $2,203-95.8% |
| Participant deferral / active EE | $1,658 | $4,667-64.5% | $6,230-73.4% | $3,192-48.0% |
| Admin fee / account holder | $7,337 | $5,881+24.8% | $9,015-18.6% | $4,297+70.7% |