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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,125 | $167,484-80.8% | $151,611-78.8% | $134,475-76.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -11.80% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,971 | $6,829-71.1% | $6,166-68.0% | $4,740-58.4% |
| Participant deferral / active EE | $3,134 | $8,986-65.1% | $8,363-62.5% | $6,400-51.0% |
| Admin fee / account holder | $7,155 | $13,783-48.1% | $11,616-38.4% | $11,426-37.4% |