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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,884 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.26% | 60.50%-60.2pp | 53.37%-53.1pp | 372.94%-372.7pp |
| Employer contribution / active EE | $1,031 | $7,590-86.4% | $6,785-84.8% | $4,751-78.3% |
| Participant deferral / active EE | $1,536 | $11,622-86.8% | $10,408-85.2% | $6,710-77.1% |
| Admin fee / account holder | $4,067 | $15,381-73.6% | $12,815-68.3% | $11,403-64.3% |