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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,947 | $137,414-31.6% | $189,513-50.4% | $85,850+9.4% |
| Participation rate | 79.7% | 84.6%-4.9pp | 87.8%-8.1pp | 69.3%+10.4pp |
| Annual return | 11.52% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $4,925 | $4,344+13.4% | $6,162-20.1% | $2,565+92.0% |
| Participant deferral / active EE | $2,620 | $6,260-58.1% | $8,221-68.1% | $3,952-33.7% |
| Admin fee / account holder | $16,318 | $8,630+89.1% | $12,045+35.5% | $6,260+160.7% |