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 | $47,691 | $214,378-77.8% | $200,582-76.2% | $142,382-66.5% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 13.77% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $986 | $6,841-85.6% | $6,419-84.6% | $4,299-77.1% |
| Participant deferral / active EE | $5,188 | $9,865-47.4% | $9,331-44.4% | $6,507-20.3% |
| Admin fee / account holder | $2,999 | $17,692-83.0% | $16,305-81.6% | $12,624-76.2% |