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 | $66,779 | $157,256-57.5% | $141,162-52.7% | $152,861-56.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.26% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $731 | $5,261-86.1% | $4,735-84.6% | $4,762-84.7% |
| Participant deferral / active EE | $1,427 | $7,109-79.9% | $6,709-78.7% | $5,850-75.6% |
| Admin fee / account holder | $3,456 | $12,120-71.5% | $10,261-66.3% | $11,596-70.2% |