Filed May 5, 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 | $29,851 | $76,367-60.9% | $93,606-68.1% | $72,985-59.1% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 14.62% | 25.82%-11.2pp | 32.76%-18.1pp | 81.00%-66.4pp |
| Employer contribution / active EE | $683 | $2,275-70.0% | $2,718-74.9% | $2,440-72.0% |
| Participant deferral / active EE | $1,051 | $3,538-70.3% | $4,069-74.2% | $3,607-70.9% |
| Admin fee / account holder | $11,772 | $6,838+72.1% | $7,888+49.2% | $5,124+129.7% |