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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,151 | $72,071-36.0% | $68,368-32.5% | $137,256-66.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 9.41% | 353.14%-343.7pp | 292.57%-283.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $119 | $2,788-95.7% | $2,649-95.5% | $4,156-97.1% |
| Participant deferral / active EE | $2,791 | $4,410-36.7% | $4,123-32.3% | $6,407-56.4% |
| Admin fee / account holder | $21,734 | $5,336+307.3% | $5,150+322.0% | $12,270+77.1% |