Filed October 18, 2004 (most recent of 2 filings on file)
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.
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 | $74,717 | $94,529-21.0% | $140,016-46.6% | $64,186+16.4% |
| Participation rate | 94.1% | 84.1%+10.0pp | 87.5%+6.6pp | 69.6%+24.5pp |
| Annual return | -3.88% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $389 | $3,812-89.8% | $5,606-93.1% | $2,381-83.7% |
| Participant deferral / active EE | $2,650 | $5,250-49.5% | $6,927-61.7% | $3,470-23.6% |
| Admin fee / account holder | $10,264 | $6,741+52.3% | $10,705-4.1% | $4,888+110.0% |