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 | $85,245 | $54,229+57.2% | $70,092+21.6% | $68,494+24.5% |
| Participation rate | 77.3% | 64.5%+12.8pp | 70.5%+6.8pp | 67.9%+9.4pp |
| Annual return | -11.59% | -13.87%+2.3pp | 190.73%-202.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,732 | $2,956+93.9% | $3,849+48.9% | $4,027+42.3% |
| Admin fee / account holder | $2,372 | $4,694-49.5% | $6,267-62.2% | $5,403-56.1% |