Filed March 1, 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.
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 | $168,565 | $54,705+208.1% | $71,209+136.7% | $84,808+98.8% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 12.35% | 35.90%-23.5pp | 282.51%-270.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $6,808 | $2,158+215.5% | $2,721+150.2% | $2,631+158.8% |
| Participant deferral / active EE | $11,440 | $3,030+277.5% | $4,175+174.0% | $4,212+171.6% |
| Admin fee / account holder | $29,203 | $4,863+500.5% | $5,349+446.0% | $7,344+297.7% |