Filed January 11, 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 | $43,840 | $109,359-59.9% | $162,163-73.0% | $72,985-39.9% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 19.78% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $509 | $3,907-87.0% | $5,614-90.9% | $2,440-79.1% |
| Participant deferral / active EE | $3,609 | $5,481-34.2% | $7,298-50.5% | $3,6070% |
| Admin fee / account holder | $7,134 | $7,972-10.5% | $10,843-34.2% | $5,124+39.2% |