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 | $129,516 | $99,020+30.8% | $86,590+49.6% | $147,584-12.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.04% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $5,905 | $3,132+88.5% | $2,839+108.0% | $4,876+21.1% |
| Participant deferral / active EE | $450 | $3,972-88.7% | $3,609-87.5% | $5,439-91.7% |
| Admin fee / account holder | $7,259 | $5,710+27.1% | $4,906+48.0% | $10,885-33.3% |