Filed May 5, 2005
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.
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 | $15,793 | $48,570-67.5% | $130,648-87.9% | $72,985-78.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.49% | 38.63%-24.1pp | 1708.96%-1694.5pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,124 | $1,334-15.8% | $4,092-72.5% | $2,440-53.9% |
| Participant deferral / active EE | $1,452 | $2,384-39.1% | $3,603-59.7% | $3,607-59.8% |
| Admin fee / account holder | $2,375 | $3,549-33.1% | $5,464-56.5% | $5,124-53.6% |