Filed December 17, 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 8-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 | $201,605 | $72,012+180.0% | $185,823+8.5% | $79,858+152.5% |
| Participation rate | 98.2% | 65.8%+32.5pp | 78.0%+20.2pp | 69.6%+28.6pp |
| Annual return | 11.49% | 23.12%-11.6pp | 35.95%-24.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $5,464 | $1,965+178.1% | $4,087+33.7% | $2,471+121.1% |
| Participant deferral / active EE | $9,234 | $3,779+144.4% | $5,632+64.0% | $3,740+146.9% |
| Admin fee / account holder | $21,913 | $4,513+385.6% | $9,500+130.7% | $5,306+313.0% |