Filed March 11, 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 | $29,926 | $53,018-43.6% | $70,014-57.3% | $62,891-52.4% |
| Participation rate | 89.2% | 67.2%+22.0pp | 71.8%+17.4pp | 69.3%+19.9pp |
| Annual return | 4.05% | 13.35%-9.3pp | 12.99%-8.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $732 | $1,799-59.3% | $2,338-68.7% | $2,281-67.9% |
| Participant deferral / active EE | $1,668 | $2,395-30.4% | $2,931-43.1% | $3,203-47.9% |
| Admin fee / account holder | $5,138 | $3,690+39.2% | $4,380+17.3% | $4,296+19.6% |