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 | $158,415 | $81,460+94.5% | $103,333+53.3% | $80,856+95.9% |
| Participation rate | 90.5% | 66.8%+23.7pp | 74.5%+16.0pp | 67.6%+22.9pp |
| Annual return | 14.67% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $17 | $3,105-99.5% | $3,868-99.6% | $2,755-99.4% |
| Participant deferral / active EE | $10,837 | $3,869+180.1% | $5,057+114.3% | $4,296+152.3% |
| Admin fee / account holder | $11,715 | $6,566+78.4% | $8,355+40.2% | $6,918+69.3% |