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 | $92,792 | $125,758-26.2% | $169,993-45.4% | $75,163+23.5% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.0%+7.1pp | 67.2%+26.9pp |
| Annual return | 10.00% | 27.20%-17.2pp | 53.37%-43.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,386 | $4,615-70.0% | $6,785-79.6% | $2,670-48.1% |
| Participant deferral / active EE | $6,430 | $6,837-6.0% | $10,408-38.2% | $4,125+55.9% |
| Admin fee / account holder | $20,246 | $8,173+147.7% | $12,815+58.0% | $5,651+258.3% |