Filed May 5, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,687 | $43,723-64.1% | $121,196-87.1% | $64,186-75.6% |
| Participation rate | 95.5% | 58.3%+37.1pp | 71.7%+23.7pp | 69.6%+25.9pp |
| Annual return | -7.18% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,142 | $1,296-11.9% | $4,022-71.6% | $2,381-52.0% |
| Participant deferral / active EE | $1,400 | $2,280-38.6% | $3,344-58.1% | $3,470-59.7% |
| Admin fee / account holder | $4,451 | $3,501+27.1% | $5,019-11.3% | $4,888-8.9% |