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 | $88,179 | $100,041-11.9% | $149,718-41.1% | $70,131+25.7% |
| Participation rate | 73.8% | 83.6%-9.8pp | 87.1%-13.3pp | 69.5%+4.3pp |
| Annual return | 17.92% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $681 | $3,662-81.4% | $5,445-87.5% | $2,342-70.9% |
| Participant deferral / active EE | $2,359 | $4,983-52.7% | $6,569-64.1% | $3,332-29.2% |
| Admin fee / account holder | $857 | $8,286-89.7% | $11,283-92.4% | $4,645-81.5% |