Filed February 7, 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 | $48,502 | $110,094-55.9% | $151,611-68.0% | $68,494-29.2% |
| Participation rate | 76.4% | 84.0%-7.6pp | 87.5%-11.1pp | 67.9%+8.5pp |
| Annual return | -12.50% | -10.12%-2.4pp | 3.33%-15.8pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,329 | $4,471-70.3% | $6,166-78.5% | $2,596-48.8% |
| Participant deferral / active EE | $3,680 | $6,527-43.6% | $8,363-56.0% | $4,027-8.6% |
| Admin fee / account holder | $890 | $7,719-88.5% | $11,616-92.3% | $5,403-83.5% |