Filed July 2, 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 9-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 | $231,677 | $78,422+195.4% | $95,952+141.5% | $79,858+190.1% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 6.26% | 19.37%-13.1pp | 91.61%-85.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $5,809 | $1,945+198.7% | $2,541+128.6% | $2,471+135.1% |
| Participant deferral / active EE | $3,336 | $3,440-3.0% | $4,167-19.9% | $3,740-10.8% |
| Admin fee / account holder | $20,802 | $5,622+270.0% | $6,795+206.1% | $5,306+292.0% |