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 | $111,085 | $123,793-10.3% | $177,821-37.5% | $79,858+39.1% |
| Participation rate | 80.3% | 84.7%-4.4pp | 87.7%-7.4pp | 69.6%+10.7pp |
| Annual return | 13.34% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,350 | $4,095+30.6% | $5,918-9.6% | $2,471+116.5% |
| Participant deferral / active EE | $2,632 | $5,956-55.8% | $7,714-65.9% | $3,740-29.6% |
| Admin fee / account holder | $7,761 | $7,243+7.2% | $12,427-37.6% | $5,306+46.3% |