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 | $78,605 | $63,764+23.3% | $81,930-4.1% | $79,858-1.6% |
| Participation rate | 83.7% | 67.5%+16.2pp | 72.0%+11.7pp | 69.6%+14.1pp |
| Annual return | 10.30% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,998 | $2,780+115.7% | $7,107-15.6% | $3,740+60.4% |
| Admin fee / account holder | $1,661 | $4,426-62.5% | $5,158-67.8% | $5,306-68.7% |