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.
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 | $43,452 | $172,111-74.8% | $150,298-71.1% | $137,256-68.3% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,835 | $4,636-38.9% | $4,154-31.8% | $4,156-31.8% |
| Participant deferral / active EE | $1,595 | $6,166-74.1% | $5,453-70.7% | $6,407-75.1% |
| Admin fee / account holder | $1,895 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |