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 4-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 | $38,726 | $217,402-82.2% | $185,823-79.2% | $167,490-76.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.44% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $182 | $5,873-96.9% | $5,167-96.5% | $4,837-96.2% |
| Participant deferral / active EE | $642 | $6,356-89.9% | $5,568-88.5% | $6,341-89.9% |
| Admin fee / account holder | $344 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |