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.
Employer 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 | $36,512 | $171,865-78.8% | $149,718-75.6% | $147,584-75.3% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 18.10% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,241 | $6,275-80.2% | $5,445-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $2,532 | $7,271-65.2% | $6,569-61.5% | $5,439-53.5% |
| Admin fee / account holder | $1,216 | $13,799-91.2% | $11,283-89.2% | $10,885-88.8% |