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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,339 | $183,963-80.2% | $162,163-77.6% | $152,861-76.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 20.92% | 150.76%-129.8pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $99 | $6,371-98.4% | $5,614-98.2% | $4,762-97.9% |
| Participant deferral / active EE | $2,463 | $8,034-69.3% | $7,298-66.2% | $5,850-57.9% |
| Admin fee / account holder | $1,219 | $13,121-90.7% | $10,843-88.8% | $11,596-89.5% |