Filed March 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 | $34,381 | $197,591-82.6% | $177,821-80.7% | $158,922-78.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 6.01% | 58.76%-52.7pp | 48.32%-42.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,581 | $6,697-76.4% | $5,918-73.3% | $4,761-66.8% |
| Participant deferral / active EE | $751 | $8,405-91.1% | $7,714-90.3% | $5,982-87.5% |
| Admin fee / account holder | $5,436 | $15,399-64.7% | $12,427-56.3% | $11,246-51.7% |