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.
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 | $235,957 | $85,766+175.1% | $136,294+73.1% | $70,131+236.5% |
| Participation rate | 86.3% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 26.74% | 31.45%-4.7pp | 5155.94%-5129.2pp | 73.14%-46.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,908 | $5,051+76.3% | $6,247+42.6% | $3,332+167.4% |
| Admin fee / account holder | $37,098 | $5,420+584.4% | $9,243+301.3% | $4,645+698.6% |