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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,431 | $109,413+14.6% | $156,263-19.7% | $84,808+47.9% |
| Participation rate | 87.2% | 72.7%+14.5pp | 78.9%+8.3pp | 68.3%+18.9pp |
| Annual return | 14.35% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $784 | $2,907-73.0% | $4,333-81.9% | $2,631-70.2% |
| Participant deferral / active EE | $6,105 | $4,590+33.0% | $6,158-0.9% | $4,212+45.0% |
| Admin fee / account holder | $19,308 | $9,357+106.4% | $14,255+35.4% | $7,344+162.9% |