Filed October 19, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,414 | $209,411-6.2% | $178,490+10.0% | $158,922+23.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.48% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,945 | $5,706-30.9% | $5,011-21.3% | $4,761-17.1% |
| Participant deferral / active EE | $771 | $5,954-87.1% | $5,202-85.2% | $5,982-87.1% |
| Admin fee / account holder | $525 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |