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 | $77,103 | $100,041-22.9% | $149,718-48.5% | $70,131+9.9% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.1%-11.1pp | 69.5%+6.5pp |
| Annual return | 18.78% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $793 | $3,662-78.3% | $5,445-85.4% | $2,342-66.1% |
| Participant deferral / active EE | $3,530 | $4,983-29.2% | $6,569-46.3% | $3,332+6.0% |
| Admin fee / account holder | $4,475 | $8,286-46.0% | $11,283-60.3% | $4,645-3.7% |