Filed February 3, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,198 | $87,841-16.7% | $133,980-45.4% | $62,891+16.4% |
| Participation rate | 74.7% | 83.4%-8.7pp | 87.1%-12.4pp | 69.3%+5.4pp |
| Annual return | 16.72% | 12.05%+4.7pp | 29.30%-12.6pp | 20.14%-3.4pp |
| Employer contribution / active EE | $1,354 | $3,483-61.1% | $5,211-74.0% | $2,281-40.6% |
| Participant deferral / active EE | $1,840 | $4,812-61.8% | $6,282-70.7% | $3,203-42.5% |
| Admin fee / account holder | $1,203 | $5,371-77.6% | $9,324-87.1% | $4,296-72.0% |