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 | $109,945 | $58,208+88.9% | $81,812+34.4% | $80,856+36.0% |
| Participation rate | 72.2% | 63.4%+8.8pp | 72.3%-0.1pp | 67.6%+4.6pp |
| Annual return | 10.69% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $334 | $2,340-85.7% | $2,912-88.5% | $2,755-87.9% |
| Participant deferral / active EE | $5,525 | $3,281+68.4% | $4,319+27.9% | $4,296+28.6% |
| Admin fee / account holder | $507 | $4,981-89.8% | $7,386-93.1% | $6,918-92.7% |