Filed April 18, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,204 | $77,813+39.1% | $123,544-12.4% | $64,186+68.6% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -4.92% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,654 | $5,240+27.0% | $6,426+3.6% | $3,470+91.8% |
| Admin fee / account holder | $3,306 | $5,519-40.1% | $9,284-64.4% | $4,888-32.4% |