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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,767 | $109,359+1.3% | $162,163-31.7% | $72,985+51.8% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 8.56% | 25.46%-16.9pp | 115.59%-107.0pp | 81.00%-72.4pp |
| Employer contribution / active EE | $1,105 | $3,907-71.7% | $5,614-80.3% | $2,440-54.7% |
| Participant deferral / active EE | $4,977 | $5,481-9.2% | $7,298-31.8% | $3,607+38.0% |
| Admin fee / account holder | $7,939 | $7,972-0.4% | $10,843-26.8% | $5,124+54.9% |