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 | $30,050 | $73,004-58.8% | $90,749-66.9% | $68,494-56.1% |
| Participation rate | 76.0% | 70.8%+5.2pp | 75.7%+0.3pp | 67.9%+8.1pp |
| Annual return | -4.34% | -13.81%+9.5pp | -12.16%+7.8pp | -7.84%+3.5pp |
| Employer contribution / active EE | $887 | $2,193-59.5% | $2,921-69.6% | $2,596-65.8% |
| Participant deferral / active EE | $1,277 | $3,627-64.8% | $4,564-72.0% | $4,027-68.3% |
| Admin fee / account holder | $2,167 | $5,896-63.2% | $8,445-74.3% | $5,403-59.9% |