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 | $107,182 | $125,758-14.8% | $169,993-36.9% | $75,163+42.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 21.83% | 27.20%-5.4pp | 53.37%-31.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $578 | $4,615-87.5% | $6,785-91.5% | $2,670-78.4% |
| Participant deferral / active EE | $6,188 | $6,837-9.5% | $10,408-40.5% | $4,125+50.0% |
| Admin fee / account holder | $15,233 | $8,173+86.4% | $12,815+18.9% | $5,651+169.6% |