Filed February 25, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,244 | $24,730+596.5% | $66,042+160.8% | $84,808+103.1% |
| Participation rate | 87.8% | 68.1%+19.7pp | 67.5%+20.2pp | 68.3%+19.4pp |
| Annual return | 13.11% | 79.55%-66.4pp | 52.11%-39.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,683 | $857+213.2% | $1,579+69.9% | $2,631+2.0% |
| Participant deferral / active EE | $7,071 | $1,737+307.1% | $2,835+149.4% | $4,212+67.9% |
| Admin fee / account holder | $16,995 | $3,014+463.9% | $5,747+195.7% | $7,344+131.4% |