Filed February 24, 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 | $1,544 | $52,681-97.1% | $75,781-98.0% | $59,632-97.4% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | -89.35% | 2.95%-92.3pp | 9.68%-99.0pp | 2041.28%-2130.6pp |
| Employer contribution / active EE | $1,969 | $2,193-10.2% | $3,323-40.8% | $2,203-10.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,423 | $3,610-60.6% | $5,299-73.1% | $4,297-66.9% |