Filed February 24, 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.
Participant 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 | $68,772 | $197,591-65.2% | $177,821-61.3% | $158,922-56.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 6.58% | 58.76%-52.2pp | 48.32%-41.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,420 | $6,697-48.9% | $5,918-42.2% | $4,761-28.2% |
| Participant deferral / active EE | $1,738 | $8,405-79.3% | $7,714-77.5% | $5,982-70.9% |
| Admin fee / account holder | $3,140 | $15,399-79.6% | $12,427-74.7% | $11,246-72.1% |