Filed December 30, 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 | $31,747 | $157,755-79.9% | $109,313-71.0% | - |
| Participation rate | 79.8% | 56.0%+23.8pp | 71.3%+8.5pp | - |
| Annual return | 7.26% | 5.09%+2.2pp | 22.07%-14.8pp | - |
| Employer contribution / active EE | $740 | $1,256-41.1% | $3,892-81.0% | - |
| Participant deferral / active EE | $2,370 | $2,072+14.4% | $3,166-25.2% | - |
| Admin fee / account holder | $998 | $7,421-86.5% | $5,666-82.4% | - |