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 | $41,021 | $167,484-75.5% | $151,611-72.9% | $134,475-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.01% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $832 | $6,829-87.8% | $6,166-86.5% | $4,740-82.5% |
| Participant deferral / active EE | $4,487 | $8,986-50.1% | $8,363-46.3% | $6,400-29.9% |
| Admin fee / account holder | $781 | $13,783-94.3% | $11,616-93.3% | $11,426-93.2% |