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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,031 | $69,010-24.6% | $159,960-67.5% | $68,494-24.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -38.69% | -9.65%-29.0pp | 408.60%-447.3pp | -7.84%-30.9pp |
| Employer contribution / active EE | $14,035 | $2,213+534.1% | $4,226+232.1% | $2,596+440.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,469 | $4,798-69.4% | $8,698-83.1% | $5,403-72.8% |