Filed December 31, 2004
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.
Participant 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 | $65,764 | $112,096-41.3% | $95,952-31.5% | $158,922-58.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 11.55% | 171.09%-159.5pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,158 | $3,198-63.8% | $2,541-54.4% | $4,761-75.7% |
| Participant deferral / active EE | $1,449 | $4,784-69.7% | $4,167-65.2% | $5,982-75.8% |
| Admin fee / account holder | $18,922 | $10,130+86.8% | $6,795+178.5% | $11,246+68.3% |