Filed February 28, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,013 | $123,793-63.6% | $177,821-74.7% | $79,858-43.6% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 7.61% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,048 | $4,095-74.4% | $5,918-82.3% | $2,471-57.6% |
| Participant deferral / active EE | $1,939 | $5,956-67.5% | $7,714-74.9% | $3,740-48.2% |
| Admin fee / account holder | $14,257 | $7,243+96.9% | $12,427+14.7% | $5,306+168.7% |