Filed April 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,955 | $171,865-19.1% | $149,718-7.2% | $147,584-5.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 17.98% | 2113.22%-2095.2pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,270 | $6,275-79.8% | $5,445-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,792 | $7,271-47.8% | $6,569-42.3% | $5,439-30.3% |
| Admin fee / account holder | $1,081 | $13,799-92.2% | $11,283-90.4% | $10,885-90.1% |