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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,987 | $76,367-62.0% | $93,606-69.0% | $72,985-60.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 13.33% | 25.82%-12.5pp | 32.76%-19.4pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,695 | $2,275-25.5% | $2,718-37.6% | $2,440-30.5% |
| Participant deferral / active EE | $878 | $3,538-75.2% | $4,069-78.4% | $3,607-75.6% |
| Admin fee / account holder | $7,322 | $6,838+7.1% | $7,888-7.2% | $5,124+42.9% |