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 | $238,196 | $100,326+137.4% | $180,183+32.2% | $84,808+180.9% |
| Participation rate | 94.3% | 71.0%+23.3pp | 77.4%+16.8pp | 68.3%+26.0pp |
| Annual return | 12.95% | 17.86%-4.9pp | 27.86%-14.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,107 | $5,066+20.6% | $6,822-10.5% | $4,212+45.0% |
| Admin fee / account holder | $27,210 | $9,674+181.3% | $19,975+36.2% | $7,344+270.5% |