Filed October 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,008 | $157,256-38.3% | $141,162-31.3% | $152,861-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.96% | 64.32%-62.4pp | 71.39%-69.4pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,093 | $5,261-79.2% | $4,735-76.9% | $4,762-77.0% |
| Participant deferral / active EE | $1,638 | $7,109-77.0% | $6,709-75.6% | $5,850-72.0% |
| Admin fee / account holder | $14,421 | $12,120+19.0% | $10,261+40.5% | $11,596+24.4% |