Filed October 19, 2004 (most recent of 3 filings on file)
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 | $105,136 | $110,094-4.5% | $151,611-30.7% | $68,494+53.5% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,441 | $6,527-16.6% | $8,363-34.9% | $4,027+35.1% |
| Admin fee / account holder | $9,923 | $7,719+28.6% | $11,616-14.6% | $5,403+83.7% |