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 | $72,156 | $183,963-60.8% | $162,163-55.5% | $152,861-52.8% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 17.00% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $465 | $6,371-92.7% | $5,614-91.7% | $4,762-90.2% |
| Participant deferral / active EE | $4,487 | $8,034-44.2% | $7,298-38.5% | $5,850-23.3% |
| Admin fee / account holder | $1,592 | $13,121-87.9% | $10,843-85.3% | $11,596-86.3% |