Filed January 29, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,231 | $137,414-22.0% | $189,513-43.4% | $85,850+24.9% |
| Participation rate | 91.8% | 84.6%+7.2pp | 87.8%+4.0pp | 69.3%+22.5pp |
| Annual return | 10.03% | 38.14%-28.1pp | 555.15%-545.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,732 | $4,344-60.1% | $6,162-71.9% | $2,565-32.5% |
| Participant deferral / active EE | $2,827 | $6,260-54.8% | $8,221-65.6% | $3,952-28.5% |
| Admin fee / account holder | $23,566 | $8,630+173.1% | $12,045+95.6% | $6,260+276.5% |