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 | $57,790 | $110,094-47.5% | $151,611-61.9% | $68,494-15.6% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -8.68% | -10.12%+1.4pp | 3.33%-12.0pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,364 | $4,471-69.5% | $6,166-77.9% | $2,596-47.5% |
| Participant deferral / active EE | $3,923 | $6,527-39.9% | $8,363-53.1% | $4,027-2.6% |
| Admin fee / account holder | $7,113 | $7,719-7.8% | $11,616-38.8% | $5,403+31.7% |