Filed March 28, 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 | $30,695 | $110,094-72.1% | $151,611-79.8% | $68,494-55.2% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -15.18% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,771 | $4,471-38.0% | $6,166-55.1% | $2,596+6.7% |
| Participant deferral / active EE | $4,292 | $6,527-34.2% | $8,363-48.7% | $4,027+6.6% |
| Admin fee / account holder | $27,608 | $7,719+257.7% | $11,616+137.7% | $5,403+411.0% |