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 | $148,978+17.6% | $200,582-12.7% | $84,808+106.5% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 12.50% | 28.16%-15.7pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,216 | $4,815-54.0% | $6,419-65.5% | $2,631-15.8% |
| Participant deferral / active EE | $6,408 | $7,142-10.3% | $9,331-31.3% | $4,212+52.2% |
| Admin fee / account holder | $3,193 | $13,977-77.2% | $16,305-80.4% | $7,344-56.5% |