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 | $94,961 | $137,414-30.9% | $189,513-49.9% | $85,850+10.6% |
| Participation rate | 77.9% | 84.6%-6.7pp | 87.8%-9.9pp | 69.3%+8.6pp |
| Annual return | 12.50% | 38.14%-25.6pp | 555.15%-542.7pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,987 | $6,260-68.3% | $8,221-75.8% | $3,952-49.7% |
| Admin fee / account holder | $4,022 | $8,630-53.4% | $12,045-66.6% | $6,260-35.8% |