Filed June 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 | $63,560 | $94,529-32.8% | $140,016-54.6% | $64,186-1.0% |
| Participation rate | 76.1% | 84.1%-8.0pp | 87.5%-11.4pp | 69.6%+6.5pp |
| Annual return | -5.14% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,632 | $5,250-68.9% | $6,927-76.4% | $3,470-53.0% |
| Admin fee / account holder | $1,654 | $6,741-75.5% | $10,705-84.6% | $4,888-66.2% |