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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,695 | $110,094-59.4% | $151,611-70.5% | $68,494-34.7% |
| Participation rate | 71.7% | 84.0%-12.3pp | 87.5%-15.8pp | 67.9%+3.8pp |
| Annual return | -16.63% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,907 | $4,471-57.3% | $6,166-69.1% | $2,596-26.5% |
| Participant deferral / active EE | $2,512 | $6,527-61.5% | $8,363-70.0% | $4,027-37.6% |
| Admin fee / account holder | $1,049 | $7,719-86.4% | $11,616-91.0% | $5,403-80.6% |