Filed October 19, 2004
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 | $58,566 | $160,055-63.4% | $140,016-58.2% | $135,375-56.7% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -4.72% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $493 | $6,420-92.3% | $5,606-91.2% | $4,779-89.7% |
| Participant deferral / active EE | $4,769 | $7,642-37.6% | $6,927-31.1% | $5,609-15.0% |
| Admin fee / account holder | $13,710 | $13,328+2.9% | $10,705+28.1% | $10,827+26.6% |