Filed October 18, 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 | $175,152 | $146,267+19.7% | $197,124-11.1% | $82,448+112.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 12.50% | 29.61%-17.1pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,216 | $4,723-53.1% | $6,227-64.4% | $2,551-13.1% |
| Participant deferral / active EE | $6,408 | $7,035-8.9% | $9,135-29.8% | $4,139+54.8% |
| Admin fee / account holder | $3,193 | $14,422-77.9% | $16,298-80.4% | $7,234-55.9% |