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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,180 | $118,680-69.5% | $98,907-63.4% | $158,922-77.2% |
| Participation rate | 81.0% | 77.8%+3.1pp | 76.0%+4.9pp | 82.0%-1.0pp |
| Annual return | 11.49% | 372.35%-360.9pp | 196.43%-184.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $795 | $3,333-76.2% | $2,689-70.4% | $4,761-83.3% |
| Participant deferral / active EE | $1,141 | $5,088-77.6% | $4,244-73.1% | $5,982-80.9% |
| Admin fee / account holder | $1,255 | $10,131-87.6% | $6,642-81.1% | $11,246-88.8% |