Filed April 6, 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 | $130,065 | $87,841+48.1% | $133,980-2.9% | $62,891+106.8% |
| Participation rate | 89.7% | 83.4%+6.4pp | 87.1%+2.7pp | 69.3%+20.4pp |
| Annual return | 5.67% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,767 | $4,812+61.4% | $6,282+23.6% | $3,203+142.5% |
| Admin fee / account holder | $12,315 | $5,371+129.3% | $9,324+32.1% | $4,296+186.7% |