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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $125,758-45.4% | $169,993-59.6% | $75,163-8.7% |
| Participation rate | 76.8% | 83.6%-6.8pp | 87.0%-10.2pp | 67.2%+9.6pp |
| Annual return | 8.15% | 27.20%-19.0pp | 53.37%-45.2pp | 160.62%-152.5pp |
| Employer contribution / active EE | $417 | $4,615-91.0% | $6,785-93.9% | $2,670-84.4% |
| Participant deferral / active EE | $3,079 | $6,837-55.0% | $10,408-70.4% | $4,125-25.4% |
| Admin fee / account holder | $9,871 | $8,173+20.8% | $12,815-23.0% | $5,651+74.7% |