Filed June 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,595 | $137,414-64.6% | $189,513-74.4% | $85,850-43.4% |
| Participation rate | 71.9% | 84.6%-12.7pp | 87.8%-15.9pp | 69.3%+2.6pp |
| Annual return | 10.02% | 38.14%-28.1pp | 555.15%-545.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,821 | $4,344-58.1% | $6,162-70.5% | $2,565-29.0% |
| Participant deferral / active EE | $2,358 | $6,260-62.3% | $8,221-71.3% | $3,952-40.3% |
| Admin fee / account holder | $6,215 | $8,630-28.0% | $12,045-48.4% | $6,260-0.7% |