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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,881 | $105,181+65.3% | $159,436+9.1% | $85,850+102.5% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.8%-3.7pp | 69.3%+9.9pp |
| Annual return | 43.78% | 45.07%-1.3pp | 263.57%-219.8pp | 318.53%-274.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,004 | $5,945+85.1% | $7,352+49.7% | $3,952+178.5% |
| Admin fee / account holder | $22,229 | $6,933+220.6% | $10,799+105.9% | $6,260+255.1% |