Filed April 13, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,717 | $52,279+276.3% | $89,391+120.1% | $79,858+146.3% |
| Participation rate | 97.1% | 57.5%+39.6pp | 68.0%+29.2pp | 69.6%+27.5pp |
| Annual return | 11.58% | 22.16%-10.6pp | 245.62%-234.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $15,224 | $1,572+868.7% | $2,586+488.8% | $2,471+516.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,386 | $3,356+149.9% | $4,881+71.8% | $5,306+58.0% |