Filed December 28, 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 | $35,420 | $153,772-77.0% | $133,980-73.6% | $273,961-87.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | -6.99% | 36.51%-43.5pp | 29.30%-36.3pp | 41.45%-48.4pp |
| Employer contribution / active EE | $507 | $6,029-91.6% | $5,211-90.3% | $4,869-89.6% |
| Participant deferral / active EE | $2,755 | $6,958-60.4% | $6,282-56.1% | $5,287-47.9% |
| Admin fee / account holder | $627 | $11,765-94.7% | $9,324-93.3% | $10,132-93.8% |