Filed September 10, 2004 (most recent of 2 filings on file)
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 | $60,312 | $87,841-31.3% | $133,980-55.0% | $62,891-4.1% |
| Participation rate | 76.5% | 83.4%-6.9pp | 87.1%-10.6pp | 69.3%+7.2pp |
| Annual return | 6.66% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $699 | $3,483-79.9% | $5,211-86.6% | $2,281-69.4% |
| Participant deferral / active EE | $3,432 | $4,812-28.7% | $6,282-45.4% | $3,203+7.1% |
| Admin fee / account holder | $1,344 | $5,371-75.0% | $9,324-85.6% | $4,296-68.7% |