Filed May 14, 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.
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 | $68,568 | $48,076+42.6% | $78,689-12.9% | $62,891+9.0% |
| Participation rate | 95.3% | 65.2%+30.1pp | 73.6%+21.8pp | 69.3%+26.0pp |
| Annual return | -2.56% | 31.35%-33.9pp | 62.18%-64.7pp | 20.14%-22.7pp |
| Employer contribution / active EE | $7,443 | $2,015+269.4% | $2,851+161.1% | $2,281+226.3% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,012 | $3,207+25.1% | $4,510-11.1% | $4,296-6.6% |