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.
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 | $25,737 | $76,367-66.3% | $93,606-72.5% | $72,985-64.7% |
| Participation rate | 75.3% | 71.7%+3.6pp | 75.8%-0.5pp | 69.5%+5.9pp |
| Annual return | 18.55% | 25.82%-7.3pp | 32.76%-14.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $306 | $2,275-86.6% | $2,718-88.7% | $2,440-87.5% |
| Participant deferral / active EE | $1,889 | $3,538-46.6% | $4,069-53.6% | $3,607-47.6% |
| Admin fee / account holder | $953 | $6,838-86.1% | $7,888-87.9% | $5,124-81.4% |