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 | $96,310 | $57,281+68.1% | $86,612+11.2% | $75,163+28.1% |
| Participation rate | 72.2% | 63.2%+9.0pp | 71.7%+0.5pp | 67.2%+5.0pp |
| Annual return | 12.19% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $340 | $2,314-85.3% | $3,022-88.8% | $2,670-87.3% |
| Participant deferral / active EE | $5,505 | $3,318+65.9% | $4,438+24.0% | $4,125+33.4% |
| Admin fee / account holder | $17,333 | $4,112+321.5% | $5,614+208.7% | $5,651+206.7% |