Filed October 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,628 | $209,832-73.0% | $189,513-70.1% | $167,490-66.2% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 5.94% | 748.27%-742.3pp | 555.15%-549.2pp | 478.56%-472.6pp |
| Employer contribution / active EE | $1,448 | $6,914-79.1% | $6,162-76.5% | $4,837-70.1% |
| Participant deferral / active EE | $2,544 | $8,935-71.5% | $8,221-69.1% | $6,341-59.9% |
| Admin fee / account holder | $37,848 | $14,293+164.8% | $12,045+214.2% | $12,309+207.5% |