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 | $43,085 | $100,041-56.9% | $149,718-71.2% | $70,131-38.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 20.21% | 27.43%-7.2pp | 1501.63%-1481.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,363 | $3,662+19.2% | $5,445-19.9% | $2,342+86.3% |
| Participant deferral / active EE | $1,704 | $4,983-65.8% | $6,569-74.1% | $3,332-48.9% |
| Admin fee / account holder | $759 | $8,286-90.8% | $11,283-93.3% | $4,645-83.7% |