Filed October 18, 2004 (most recent of 3 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 | $219,730 | $99,985+119.8% | $146,665+49.8% | $85,850+155.9% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.3pp |
| Annual return | 10.72% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $7,834 | $2,559+206.2% | $4,136+89.4% | $2,565+205.4% |
| Participant deferral / active EE | $7,533 | $4,006+88.1% | $5,506+36.8% | $3,952+90.6% |
| Admin fee / account holder | $10,352 | $7,702+34.4% | $10,280+0.7% | $6,260+65.4% |