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 | $76,892 | $110,094-30.2% | $151,611-49.3% | $68,494+12.3% |
| Participation rate | 87.8% | 84.0%+3.8pp | 87.5%+0.3pp | 67.9%+19.9pp |
| Annual return | -14.94% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,407 | $4,471+20.9% | $6,166-12.3% | $2,596+108.2% |
| Participant deferral / active EE | $2,487 | $6,527-61.9% | $8,363-70.3% | $4,027-38.2% |
| Admin fee / account holder | $2,690 | $7,719-65.2% | $11,616-76.8% | $5,403-50.2% |