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 | $66,618 | $201,272-66.9% | $184,203-63.8% | $145,922-54.3% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 20.19% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,431 | $7,022-79.6% | $6,427-77.7% | $4,660-69.3% |
| Participant deferral / active EE | $4,332 | $9,806-55.8% | $9,131-52.6% | $6,688-35.2% |
| Admin fee / account holder | $29,946 | $16,364+83.0% | $13,901+115.4% | $13,397+123.5% |