Filed January 26, 2005 (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.
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 | $176,019 | $209,411-15.9% | $178,490-1.4% | $158,922+10.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.54% | 188.75%-186.2pp | 151.07%-148.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $5,574 | $5,706-2.3% | $5,011+11.2% | $4,761+17.1% |
| Participant deferral / active EE | $9,565 | $5,954+60.6% | $5,202+83.9% | $5,982+59.9% |
| Admin fee / account holder | $1,116 | $17,074-93.5% | $13,984-92.0% | $11,246-90.1% |