Filed October 18, 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.
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 | $89,679 | $209,832-57.3% | $189,513-52.7% | $167,490-46.5% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 20.18% | 748.27%-728.1pp | 555.15%-535.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,491 | $6,914-78.4% | $6,162-75.8% | $4,837-69.2% |
| Participant deferral / active EE | $3,903 | $8,935-56.3% | $8,221-52.5% | $6,341-38.4% |
| Admin fee / account holder | $3,564 | $14,293-75.1% | $12,045-70.4% | $12,309-71.0% |