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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,751 | $167,484-73.3% | $151,611-70.5% | $134,475-66.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -12.01% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,207 | $6,829-82.3% | $6,166-80.4% | $4,740-74.5% |
| Participant deferral / active EE | $2,044 | $8,986-77.3% | $8,363-75.6% | $6,400-68.1% |
| Admin fee / account holder | $12,242 | $13,783-11.2% | $11,616+5.4% | $11,426+7.1% |