Filed March 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 3-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,587 | $54,705+678.0% | $71,209+497.7% | $84,808+401.8% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $190 | $2,158-91.2% | $2,721-93.0% | $2,631-92.8% |
| Participant deferral / active EE | $13,455 | $3,030+344.0% | $4,175+222.3% | $4,212+219.5% |
| Admin fee / account holder | $10,509 | $4,863+116.1% | $5,349+96.5% | $7,344+43.1% |