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 | $79,903 | $95,803-16.6% | $113,168-29.4% | $84,808-5.8% |
| Participation rate | 77.0% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.7pp |
| Annual return | 16.22% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $466 | $2,360-80.2% | $2,975-84.3% | $2,631-82.3% |
| Participant deferral / active EE | $5,234 | $4,242+23.4% | $5,107+2.5% | $4,212+24.3% |
| Admin fee / account holder | $2,173 | $8,989-75.8% | $12,068-82.0% | $7,344-70.4% |