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 | $78,346 | $138,347-43.4% | $184,203-57.5% | $80,856-3.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 7.14% | 20.02%-12.9pp | 28.81%-21.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $427 | $4,850-91.2% | $6,427-93.4% | $2,755-84.5% |
| Participant deferral / active EE | $3,222 | $7,071-54.4% | $9,131-64.7% | $4,296-25.0% |
| Admin fee / account holder | $5,417 | $10,483-48.3% | $13,901-61.0% | $6,918-21.7% |