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 | $119,334 | $83,902+42.2% | $167,512-28.8% | $84,808+40.7% |
| Participation rate | 90.2% | 66.5%+23.7pp | 77.1%+13.1pp | 68.3%+21.9pp |
| Annual return | 3.64% | 91.55%-87.9pp | 1615.79%-1612.2pp | 40.90%-37.3pp |
| Employer contribution / active EE | $13,554 | $2,264+498.7% | $3,882+249.2% | $2,631+415.2% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,252 | $7,915-71.6% | $9,769-77.0% | $7,344-69.3% |