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 | $72,123 | $137,414-47.5% | $189,513-61.9% | $85,850-16.0% |
| Participation rate | 89.8% | 84.6%+5.2pp | 87.8%+2.0pp | 69.3%+20.5pp |
| Annual return | 9.22% | 38.14%-28.9pp | 555.15%-545.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,267 | $4,344-70.8% | $6,162-79.4% | $2,565-50.6% |
| Participant deferral / active EE | $3,721 | $6,260-40.6% | $8,221-54.7% | $3,952-5.8% |
| Admin fee / account holder | $4,341 | $8,630-49.7% | $12,045-64.0% | $6,260-30.7% |