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 | $55,331 | $185,822-70.2% | $169,993-67.5% | $139,434-60.3% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 12.80% | 60.50%-47.7pp | 53.37%-40.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,397 | $7,590-81.6% | $6,785-79.4% | $4,751-70.6% |
| Participant deferral / active EE | $2,360 | $11,622-79.7% | $10,408-77.3% | $6,710-64.8% |
| Admin fee / account holder | $3,332 | $15,381-78.3% | $12,815-74.0% | $11,403-70.8% |