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 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,500 | $79,449+3.8% | $189,557-56.5% | $85,850-3.9% |
| Participation rate | 90.7% | 66.0%+24.8pp | 78.4%+12.3pp | 69.3%+21.4pp |
| Annual return | 322.34% | 18.45%+303.9pp | 64.17%+258.2pp | 318.53%+3.8pp |
| Employer contribution / active EE | $13,012 | $2,081+525.3% | $4,412+194.9% | $2,565+407.3% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,702 | $5,377-49.7% | $9,807-72.4% | $6,260-56.8% |