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 | $21,326 | $34,308-37.8% | $74,701-71.5% | $72,985-70.8% |
| Participation rate | 74.3% | 42.4%+31.9pp | 54.5%+19.8pp | 69.5%+4.8pp |
| Annual return | 19.56% | 26.58%-7.0pp | 752.92%-733.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $828 | $1,271-34.9% | $1,964-57.8% | $3,607-77.1% |
| Admin fee / account holder | $3,859 | $2,124+81.7% | $3,333+15.8% | $5,124-24.7% |