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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,311 | $81,900-26.4% | $119,609-49.6% | $68,494-11.9% |
| Participation rate | 98.4% | 71.9%+26.5pp | 79.3%+19.2pp | 67.9%+30.5pp |
| Annual return | -20.70% | -23.82%+3.1pp | -14.97%-5.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $631 | $2,693-76.6% | $4,232-85.1% | $2,596-75.7% |
| Participant deferral / active EE | $6,018 | $4,148+45.1% | $5,602+7.4% | $4,027+49.4% |
| Admin fee / account holder | $15,103 | $6,582+129.5% | $10,323+46.3% | $5,403+179.5% |