Filed February 15, 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 | $147,411 | $98,750+49.3% | $149,696-1.5% | $79,858+84.6% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.5%-10.9pp | 69.6%+2.0pp |
| Annual return | 10.72% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $64 | $3,216-98.0% | $4,644-98.6% | $2,471-97.4% |
| Participant deferral / active EE | $8,769 | $5,680+54.4% | $6,842+28.2% | $3,740+134.4% |
| Admin fee / account holder | $34,682 | $6,053+473.0% | $9,309+272.6% | $5,306+553.6% |