Filed July 22, 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 | $66,308 | $87,841-24.5% | $133,980-50.5% | $62,891+5.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 22.79% | 12.05%+10.7pp | 29.30%-6.5pp | 20.14%+2.6pp |
| Employer contribution / active EE | $2,717 | $3,483-22.0% | $5,211-47.9% | $2,281+19.1% |
| Participant deferral / active EE | $1,466 | $4,812-69.5% | $6,282-76.7% | $3,203-54.2% |
| Admin fee / account holder | $5,438 | $5,371+1.2% | $9,324-41.7% | $4,296+26.6% |