Filed October 19, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,081 | $73,933+20.5% | $96,683-7.9% | $75,163+18.5% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 10.95% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.7pp |
| Employer contribution / active EE | $18,421 | $2,928+529.2% | $3,737+393.0% | $2,670+590.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,984 | $5,216-4.4% | $6,730-25.9% | $5,651-11.8% |