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 | $69,310 | $209,832-67.0% | $189,513-63.4% | $167,490-58.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.07% | 748.27%-742.2pp | 555.15%-549.1pp | 478.56%-472.5pp |
| Employer contribution / active EE | $4,433 | $6,914-35.9% | $6,162-28.1% | $4,837-8.4% |
| Participant deferral / active EE | $2,120 | $8,935-76.3% | $8,221-74.2% | $6,341-66.6% |
| Admin fee / account holder | $2,282 | $14,293-84.0% | $12,045-81.1% | $12,309-81.5% |