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 | $59,212 | $138,347-57.2% | $184,203-67.9% | $80,856-26.8% |
| Participation rate | 80.4% | 83.9%-3.5pp | 86.8%-6.5pp | 67.6%+12.7pp |
| Annual return | 14.66% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,461 | $4,850-69.9% | $6,427-77.3% | $2,755-47.0% |
| Participant deferral / active EE | $3,508 | $7,071-50.4% | $9,131-61.6% | $4,296-18.3% |
| Admin fee / account holder | $6,356 | $10,483-39.4% | $13,901-54.3% | $6,918-8.1% |