Filed April 4, 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 7-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.)
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 | $5,628 | $72,277-92.2% | $101,248-94.4% | $79,858-93.0% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.8%+9.2pp | 69.6%+15.4pp |
| Annual return | 118.00% | 22.30%+95.7pp | 46.47%+71.5pp | 31.71%+86.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,424 | $3,282+34.8% | $4,370+1.2% | $3,740+18.3% |
| Admin fee / account holder | $617 | $4,400-86.0% | $5,945-89.6% | $5,306-88.4% |