Filed October 23, 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.
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 | $72,439 | $176,947-59.1% | $65,493+10.6% | - |
| Participation rate | 74.7% | 61.8%+12.9pp | 73.1%+1.7pp | - |
| Annual return | 11.20% | 15.13%-3.9pp | 982.45%-971.2pp | - |
| Employer contribution / active EE | $223 | $2,196-89.9% | $2,574-91.4% | - |
| Participant deferral / active EE | $832 | $4,114-79.8% | $3,961-79.0% | - |
| Admin fee / account holder | $943 | $22,209-95.8% | $5,028-81.2% | - |