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 | $124,559 | $138,347-10.0% | $184,203-32.4% | $80,856+54.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 20.42% | 20.02%+0.4pp | 28.81%-8.4pp | 35.59%-15.2pp |
| Employer contribution / active EE | $597 | $4,850-87.7% | $6,427-90.7% | $2,755-78.3% |
| Participant deferral / active EE | $5,631 | $7,071-20.4% | $9,131-38.3% | $4,296+31.1% |
| Admin fee / account holder | $3,969 | $10,483-62.1% | $13,901-71.4% | $6,918-42.6% |