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 | $67,748 | $153,772-55.9% | $133,980-49.4% | $273,961-75.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 10.56% | 36.51%-26.0pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,154 | $6,029-80.9% | $5,211-77.9% | $4,869-76.3% |
| Participant deferral / active EE | $2,698 | $6,958-61.2% | $6,282-57.0% | $5,287-49.0% |
| Admin fee / account holder | $393 | $11,765-96.7% | $9,324-95.8% | $10,132-96.1% |