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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,830 | $185,822-76.4% | $169,993-74.2% | $139,434-68.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.73% | 60.50%-48.8pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,724 | $7,590-77.3% | $6,785-74.6% | $4,751-63.7% |
| Participant deferral / active EE | $1,101 | $11,622-90.5% | $10,408-89.4% | $6,710-83.6% |
| Admin fee / account holder | $1,113 | $15,381-92.8% | $12,815-91.3% | $11,403-90.2% |