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 | $95,453-16.3% | $112,040-28.7% | $82,448-3.1% |
| Participation rate | 77.0% | 72.8%+4.3pp | 76.5%+0.5pp | 68.1%+8.9pp |
| Annual return | 16.22% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $466 | $2,318-79.9% | $2,954-84.2% | $2,551-81.7% |
| Participant deferral / active EE | $5,234 | $4,224+23.9% | $5,098+2.7% | $4,139+26.5% |
| Admin fee / account holder | $2,173 | $9,013-75.9% | $12,098-82.0% | $7,234-70.0% |