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.
Participant 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 | $44,667 | $67,411-33.7% | $91,001-50.9% | $70,131-36.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.22% | -40.16%+53.4pp | 4.60%+8.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,502 | $1,786-15.9% | $2,456-38.8% | $2,342-35.9% |
| Participant deferral / active EE | $632 | $2,823-77.6% | $3,547-82.2% | $3,332-81.0% |
| Admin fee / account holder | $3,769 | $4,236-11.0% | $5,417-30.4% | $4,645-18.9% |