Filed October 18, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,174 | $93,571-5.8% | $135,903-35.1% | $75,163+17.3% |
| Participation rate | 91.6% | 75.2%+16.4pp | 81.9%+9.7pp | 67.2%+24.4pp |
| Annual return | 14.61% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $674 | $3,537-80.9% | $4,856-86.1% | $2,670-74.7% |
| Participant deferral / active EE | $5,292 | $6,404-17.4% | $7,758-31.8% | $4,125+28.3% |
| Admin fee / account holder | $48,480 | $6,975+595.0% | $10,762+350.5% | $5,651+757.9% |