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 | $91,972 | $70,669+30.1% | $169,368-45.7% | $75,163+22.4% |
| Participation rate | 93.1% | 64.8%+28.3pp | 77.1%+16.0pp | 67.2%+25.9pp |
| Annual return | 72.07% | 36.36%+35.7pp | 405.60%-333.5pp | 160.62%-88.5pp |
| Employer contribution / active EE | $14,637 | $2,211+562.1% | $4,013+264.8% | $2,670+448.3% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,086 | $5,402-61.4% | $9,003-76.8% | $5,651-63.1% |