Filed October 18, 2004 (most recent of 2 filings on file)
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.
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 | $130,690 | $148,978-12.3% | $200,582-34.8% | $84,808+54.1% |
| Participation rate | 98.4% | 84.2%+14.1pp | 86.9%+11.5pp | 68.3%+30.0pp |
| Annual return | 12.92% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,562 | $4,815+15.5% | $6,419-13.3% | $2,631+111.4% |
| Participant deferral / active EE | $4,771 | $7,142-33.2% | $9,331-48.9% | $4,212+13.3% |
| Admin fee / account holder | $15,997 | $13,977+14.5% | $16,305-1.9% | $7,344+117.8% |