Filed December 3, 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.
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 | $34,075 | $153,772-77.8% | $133,980-74.6% | $273,961-87.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.78% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $968 | $6,029-83.9% | $5,211-81.4% | $4,869-80.1% |
| Participant deferral / active EE | $2,003 | $6,958-71.2% | $6,282-68.1% | $5,287-62.1% |
| Admin fee / account holder | $1,494 | $11,765-87.3% | $9,324-84.0% | $10,132-85.3% |