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 | $36,693 | $197,591-81.4% | $177,821-79.4% | $158,922-76.9% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 9.99% | 58.76%-48.8pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $709 | $6,697-89.4% | $5,918-88.0% | $4,761-85.1% |
| Participant deferral / active EE | $4,666 | $8,405-44.5% | $7,714-39.5% | $5,982-22.0% |
| Admin fee / account holder | $16,800 | $15,399+9.1% | $12,427+35.2% | $11,246+49.4% |