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.
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 | $168,971 | $153,772+9.9% | $133,980+26.1% | $273,961-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.39% | 36.51%-33.1pp | 29.30%-25.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $12,187 | $6,029+102.1% | $5,211+133.9% | $4,869+150.3% |
| Participant deferral / active EE | $1,127 | $6,958-83.8% | $6,282-82.1% | $5,287-78.7% |
| Admin fee / account holder | $55,530 | $11,765+372.0% | $9,324+495.5% | $10,132+448.1% |