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.
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 | $70,844 | $123,793-42.8% | $177,821-60.2% | $79,858-11.3% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 14.85% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,229 | $4,095-70.0% | $5,918-79.2% | $2,471-50.3% |
| Participant deferral / active EE | $3,472 | $5,956-41.7% | $7,714-55.0% | $3,740-7.2% |
| Admin fee / account holder | $6,139 | $7,243-15.2% | $12,427-50.6% | $5,306+15.7% |