Filed May 19, 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 | $56,302 | $94,529-40.4% | $140,016-59.8% | $64,186-12.3% |
| Participation rate | 88.2% | 84.1%+4.1pp | 87.5%+0.7pp | 69.6%+18.7pp |
| Annual return | -2.40% | 7.77%-10.2pp | 651.12%-653.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $974 | $3,812-74.4% | $5,606-82.6% | $2,381-59.1% |
| Participant deferral / active EE | $2,488 | $5,250-52.6% | $6,927-64.1% | $3,470-28.3% |
| Admin fee / account holder | $357 | $6,741-94.7% | $10,705-96.7% | $4,888-92.7% |