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 | $63,622 | $185,822-65.8% | $169,993-62.6% | $139,434-54.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.93% | 60.50%-52.6pp | 53.37%-45.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $5,323 | $7,590-29.9% | $6,785-21.6% | $4,751+12.0% |
| Participant deferral / active EE | $2,364 | $11,622-79.7% | $10,408-77.3% | $6,710-64.8% |
| Admin fee / account holder | $6,982 | $15,381-54.6% | $12,815-45.5% | $11,403-38.8% |