Filed February 1, 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 | $59,799 | $70,669-15.4% | $169,368-64.7% | $75,163-20.4% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.1%-3.1pp | 67.2%+6.9pp |
| Annual return | 20.11% | 36.36%-16.2pp | 405.60%-385.5pp | 160.62%-140.5pp |
| Employer contribution / active EE | $205 | $2,211-90.7% | $4,013-94.9% | $2,670-92.3% |
| Participant deferral / active EE | $2,638 | $4,311-38.8% | $6,221-57.6% | $4,125-36.0% |
| Admin fee / account holder | $6,098 | $5,402+12.9% | $9,003-32.3% | $5,651+7.9% |