Filed October 18, 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.
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 | $102,323 | $197,591-48.2% | $177,821-42.5% | $158,922-35.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 15.41% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,693 | $6,697-44.9% | $5,918-37.6% | $4,761-22.4% |
| Participant deferral / active EE | $2,551 | $8,405-69.6% | $7,714-66.9% | $5,982-57.4% |
| Admin fee / account holder | $889 | $15,399-94.2% | $12,427-92.8% | $11,246-92.1% |