Filed February 25, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,939 | $244,740-46.1% | $206,214-36.0% | $357,791-63.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 2.93% | -3.72%+6.7pp | -1.60%+4.5pp | 396.79%-393.9pp |
| Employer contribution / active EE | $46,750 | $7,019+566.0% | $5,967+683.4% | $7,508+522.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $7,442 | $15,419-51.7% | $13,671-45.6% | $28,387-73.8% |