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 | $199,605 | $175,202+13.9% | $149,673+33.4% | $139,434+43.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.39% | 166.71%-161.3pp | 134.42%-129.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $5,759 | $5,474+5.2% | $4,818+19.5% | $4,751+21.2% |
| Participant deferral / active EE | $9,522 | $6,519+46.1% | $5,680+67.6% | $6,710+41.9% |
| Admin fee / account holder | $1,234 | $16,150-92.4% | $13,210-90.7% | $11,403-89.2% |