Filed June 24, 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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,598 | $73,867+15.9% | $143,757-40.5% | $68,494+25.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.96% | 1.01%-21.0pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,953 | $3,184+24.2% | $4,951-20.2% | $2,596+52.3% |
| Participant deferral / active EE | $3,598 | $3,384+6.3% | $5,637-36.2% | $4,027-10.7% |
| Admin fee / account holder | $1,717 | $5,755-70.2% | $14,673-88.3% | $5,403-68.2% |