Filed September 23, 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 | $120,299 | $81,460+47.7% | $103,333+16.4% | $80,856+48.8% |
| Participation rate | 81.0% | 66.8%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 14.74% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $708 | $3,105-77.2% | $3,868-81.7% | $2,755-74.3% |
| Participant deferral / active EE | $7,694 | $3,869+98.9% | $5,057+52.1% | $4,296+79.1% |
| Admin fee / account holder | $19,955 | $6,566+203.9% | $8,355+138.9% | $6,918+188.5% |