Filed December 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,112 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 5.67% | 166.71%-161.0pp | 134.42%-128.7pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,057 | $5,474-80.7% | $4,818-78.1% | $4,751-77.8% |
| Participant deferral / active EE | $3,077 | $6,519-52.8% | $5,680-45.8% | $6,710-54.1% |
| Admin fee / account holder | $370 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |