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 | $90,333 | $123,793-27.0% | $177,821-49.2% | $79,858+13.1% |
| Participation rate | 94.0% | 84.7%+9.3pp | 87.7%+6.3pp | 69.6%+24.4pp |
| Annual return | 23.25% | 22.82%+0.4pp | 48.32%-25.1pp | 31.71%-8.5pp |
| Employer contribution / active EE | $302 | $4,095-92.6% | $5,918-94.9% | $2,471-87.8% |
| Participant deferral / active EE | $4,212 | $5,956-29.3% | $7,714-45.4% | $3,740+12.6% |
| Admin fee / account holder | $9,586 | $7,243+32.4% | $12,427-22.9% | $5,306+80.7% |