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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,817 | $109,359-22.4% | $162,163-47.7% | $72,985+16.2% |
| Participation rate | 82.5% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+13.0pp |
| Annual return | 11.11% | 25.46%-14.3pp | 115.59%-104.5pp | 81.00%-69.9pp |
| Employer contribution / active EE | $1,092 | $3,907-72.1% | $5,614-80.6% | $2,440-55.3% |
| Participant deferral / active EE | $2,976 | $5,481-45.7% | $7,298-59.2% | $3,607-17.5% |
| Admin fee / account holder | $1,606 | $7,972-79.8% | $10,843-85.2% | $5,124-68.7% |