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 | $80,795 | $109,359-26.1% | $162,163-50.2% | $72,985+10.7% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 27.67% | 25.46%+2.2pp | 115.59%-87.9pp | 81.00%-53.3pp |
| Employer contribution / active EE | $474 | $3,907-87.9% | $5,614-91.6% | $2,440-80.6% |
| Participant deferral / active EE | $4,188 | $5,481-23.6% | $7,298-42.6% | $3,607+16.1% |
| Admin fee / account holder | $21,134 | $7,972+165.1% | $10,843+94.9% | $5,124+312.4% |