Filed May 5, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,829 | $64,909-61.7% | $82,313-69.8% | $62,292-60.1% |
| Participation rate | 76.6% | 74.9%+1.7pp | 76.9%-0.3pp | 69.5%+7.0pp |
| Annual return | 45.13% | 21.18%+23.9pp | 25.88%+19.3pp | 28.90%+16.2pp |
| Employer contribution / active EE | $282 | $1,676-83.2% | $2,428-88.4% | $2,042-86.2% |
| Participant deferral / active EE | $1,454 | $3,103-53.2% | $3,706-60.8% | $3,169-54.1% |
| Admin fee / account holder | $3,549 | $440+707.3% | $5,608-36.7% | $479+640.3% |