Filed November 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,745 | $159,901-45.8% | $146,958-41.0% | $145,922-40.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.14% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $970 | $5,286-81.6% | $4,933-80.3% | $4,660-79.2% |
| Participant deferral / active EE | $2,521 | $8,428-70.1% | $8,070-68.8% | $6,688-62.3% |
| Admin fee / account holder | $2,195 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |