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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,112 | $102,317-11.0% | $146,958-38.0% | $80,856+12.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $589 | $3,713-84.1% | $4,933-88.1% | $2,755-78.6% |
| Participant deferral / active EE | $5,492 | $6,644-17.3% | $8,070-31.9% | $4,296+27.8% |
| Admin fee / account holder | $9,378 | $7,941+18.1% | $12,998-27.9% | $6,918+35.6% |