Filed April 19, 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 | $155,993 | $176,812-11.8% | $146,665+6.4% | $167,490-6.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.94% | 24.03%-1.1pp | 22.74%+0.2pp | 478.56%-455.6pp |
| Employer contribution / active EE | $1,015 | $5,160-80.3% | $4,136-75.5% | $4,837-79.0% |
| Participant deferral / active EE | $4,261 | $6,440-33.8% | $5,506-22.6% | $6,341-32.8% |
| Admin fee / account holder | $2,198 | $13,259-83.4% | $10,280-78.6% | $12,309-82.1% |