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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,350 | $123,793-49.6% | $177,821-64.9% | $79,858-21.9% |
| Participation rate | 93.0% | 84.7%+8.4pp | 87.7%+5.3pp | 69.6%+23.4pp |
| Annual return | 17.98% | 22.82%-4.8pp | 48.32%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4,559 | $4,095+11.3% | $5,918-23.0% | $2,471+84.5% |
| Participant deferral / active EE | $2,449 | $5,956-58.9% | $7,714-68.3% | $3,740-34.5% |
| Admin fee / account holder | $6,666 | $7,243-8.0% | $12,427-46.4% | $5,306+25.6% |