Filed October 18, 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.
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 | $58,213 | $42,894+35.7% | $60,874-4.4% | $68,494-15.0% |
| Participation rate | 82.1% | 66.8%+15.4pp | 73.1%+9.0pp | 67.9%+14.3pp |
| Annual return | -9.80% | -13.98%+4.2pp | 16.90%-26.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,439 | $1,978+73.8% | $2,701+27.3% | $2,596+32.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,252 | $3,101+101.6% | $3,224+93.9% | $5,403+15.7% |