Filed March 12, 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.
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 | $95,839 | $67,411+42.2% | $91,001+5.3% | $70,131+36.7% |
| Participation rate | 90.0% | 71.4%+18.6pp | 75.6%+14.4pp | 69.5%+20.5pp |
| Annual return | 11.76% | -40.16%+51.9pp | 4.60%+7.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,465 | $2,823-12.7% | $3,547-30.5% | $3,332-26.0% |
| Admin fee / account holder | $3,025 | $4,236-28.6% | $5,417-44.2% | $4,645-34.9% |