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 | $38,902 | $171,865-77.4% | $149,718-74.0% | $147,584-73.6% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 15.18% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,023 | $6,275-83.7% | $5,445-81.2% | $4,876-79.0% |
| Participant deferral / active EE | $2,083 | $7,271-71.4% | $6,569-68.3% | $5,439-61.7% |
| Admin fee / account holder | $1,879 | $13,799-86.4% | $11,283-83.3% | $10,885-82.7% |