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 | $40,156 | $118,450-66.1% | $98,439-59.2% | $139,434-71.2% |
| Participation rate | 73.9% | 77.4%-3.5pp | 75.2%-1.2pp | 80.3%-6.4pp |
| Annual return | 13.04% | 18.94%-5.9pp | 21.16%-8.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $921 | $3,609-74.5% | $3,048-69.8% | $4,751-80.6% |
| Participant deferral / active EE | $1,301 | $5,392-75.9% | $4,738-72.5% | $6,710-80.6% |
| Admin fee / account holder | $1,635 | $14,026-88.3% | $8,948-81.7% | $11,403-85.7% |