Filed January 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,834 | $77,634-77.0% | $156,549-88.6% | $62,891-71.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -7.51% | 50.32%-57.8pp | 32.23%-39.7pp | 20.14%-27.7pp |
| Employer contribution / active EE | $1,024 | $3,444-70.3% | $5,501-81.4% | $2,281-55.1% |
| Participant deferral / active EE | $802 | $3,045-73.7% | $4,871-83.5% | $3,203-75.0% |
| Admin fee / account holder | $1,048 | $5,561-81.2% | $13,027-92.0% | $4,296-75.6% |