Filed May 5, 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.
Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,093 | $69,977-42.7% | $108,579-63.1% | $62,891-36.3% |
| Participation rate | 91.1% | 72.9%+18.2pp | 79.6%+11.5pp | 69.3%+21.8pp |
| Annual return | 3.86% | 10.73%-6.9pp | -51.70%+55.6pp | 20.14%-16.3pp |
| Employer contribution / active EE | $876 | $2,135-59.0% | $3,758-76.7% | $2,281-61.6% |
| Participant deferral / active EE | $1,378 | $3,165-56.5% | $4,311-68.0% | $3,203-57.0% |
| Admin fee / account holder | $8,629 | $5,076+70.0% | $7,645+12.9% | $4,296+100.9% |