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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,649 | $167,484-63.8% | $151,611-60.0% | $134,475-54.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.23% | 7.80%-17.0pp | 3.33%-12.6pp | 417.96%-427.2pp |
| Employer contribution / active EE | $5,208 | $6,829-23.7% | $6,166-15.5% | $4,740+9.9% |
| Participant deferral / active EE | $2,453 | $8,986-72.7% | $8,363-70.7% | $6,400-61.7% |
| Admin fee / account holder | $17,261 | $13,783+25.2% | $11,616+48.6% | $11,426+51.1% |