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 | $85,376 | $100,041-14.7% | $149,718-43.0% | $70,131+21.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 28.48% | 27.43%+1.0pp | 1501.63%-1473.2pp | 73.14%-44.7pp |
| Employer contribution / active EE | $2,502 | $3,662-31.7% | $5,445-54.0% | $2,342+6.8% |
| Participant deferral / active EE | $2,090 | $4,983-58.1% | $6,569-68.2% | $3,332-37.3% |
| Admin fee / account holder | $860 | $8,286-89.6% | $11,283-92.4% | $4,645-81.5% |