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 8-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 | $98,955 | $75,935+30.3% | $60,547+63.4% | $125,391-21.1% |
| Participation rate | 85.0% | 76.5%+8.5pp | 68.0%+17.0pp | 83.2%+1.8pp |
| Annual return | 1.12% | -5.38%+6.5pp | 335.64%-334.5pp | 282.22%-281.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,464 | $4,506-67.5% | $3,328-56.0% | $5,352-72.6% |
| Admin fee / account holder | $1,482 | $6,768-78.1% | $4,536-67.3% | $9,540-84.5% |