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.
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 | $60,856 | $152,509-60.1% | $117,472-48.2% | $134,475-54.7% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -18.32% | 52.99%-71.3pp | 29.74%-48.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $58 | $5,571-99.0% | $4,176-98.6% | $4,740-98.8% |
| Participant deferral / active EE | $3,975 | $4,818-17.5% | $4,070-2.3% | $6,400-37.9% |
| Admin fee / account holder | $1,522 | $7,004-78.3% | $5,645-73.0% | $11,426-86.7% |