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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,147 | $53,127+58.4% | $86,590-2.8% | $70,131+20.0% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 14.00% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $8,786 | $2,068+324.8% | $2,839+209.4% | $2,342+275.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,953 | $3,585-45.5% | $4,906-60.2% | $4,645-58.0% |