Filed April 5, 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 9-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.
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 | $128,165 | $65,061+97.0% | $143,757-10.8% | $66,914+91.5% |
| Participation rate | 96.1% | 65.2%+30.9pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -25.79% | -11.14%-14.7pp | -0.04%-25.8pp | 1.58%-27.4pp |
| Employer contribution / active EE | $7,761 | $2,361+228.8% | $4,951+56.8% | $2,544+205.1% |
| Participant deferral / active EE | $4,649 | $2,919+59.3% | $5,637-17.5% | $4,237+9.7% |
| Admin fee / account holder | $11,549 | $502+2200.8% | $14,673-21.3% | $593+1846.6% |