Filed November 9, 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.
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.)
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 | $29,231 | $94,529-69.1% | $140,016-79.1% | $64,186-54.5% |
| Participation rate | 94.0% | 84.1%+9.9pp | 87.5%+6.5pp | 69.6%+24.5pp |
| Annual return | -7.45% | 7.77%-15.2pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $938 | $3,812-75.4% | $5,606-83.3% | $2,381-60.6% |
| Participant deferral / active EE | $3,135 | $5,250-40.3% | $6,927-54.7% | $3,470-9.6% |
| Admin fee / account holder | $1,657 | $6,741-75.4% | $10,705-84.5% | $4,888-66.1% |