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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,696 | $167,484-69.1% | $151,611-65.9% | $134,475-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.60% | 7.80%-12.4pp | 3.33%-7.9pp | 417.96%-422.6pp |
| Employer contribution / active EE | $949 | $6,829-86.1% | $6,166-84.6% | $4,740-80.0% |
| Participant deferral / active EE | $1,265 | $8,986-85.9% | $8,363-84.9% | $6,400-80.2% |
| Admin fee / account holder | $12,819 | $13,783-7.0% | $11,616+10.4% | $11,426+12.2% |