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.
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 | $47,328 | $94,529-49.9% | $140,016-66.2% | $64,186-26.3% |
| Participation rate | 91.1% | 84.1%+7.0pp | 87.5%+3.6pp | 69.6%+21.5pp |
| Annual return | -10.56% | 7.77%-18.3pp | 651.12%-661.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $3,010 | $3,812-21.0% | $5,606-46.3% | $2,381+26.4% |
| Participant deferral / active EE | $1,871 | $5,250-64.4% | $6,927-73.0% | $3,470-46.1% |
| Admin fee / account holder | $1,608 | $6,741-76.2% | $10,705-85.0% | $4,888-67.1% |