Filed April 8, 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 9-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 | $56,251 | $58,927-4.5% | $76,817-26.8% | $72,985-22.9% |
| Participation rate | 83.3% | 67.3%+16.0pp | 72.1%+11.3pp | 69.5%+13.8pp |
| Annual return | 16.76% | 2305.64%-2288.9pp | 1166.11%-1149.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,058 | $2,690+125.2% | $3,336+81.6% | $3,607+67.9% |
| Admin fee / account holder | $5,940 | $4,013+48.0% | $6,420-7.5% | $5,124+15.9% |