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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,740 | $100,041-10.3% | $149,718-40.1% | $70,131+28.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.42% | 27.43%-5.0pp | 1501.63%-1479.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $518 | $3,662-85.8% | $5,445-90.5% | $2,342-77.9% |
| Participant deferral / active EE | $4,284 | $4,983-14.0% | $6,569-34.8% | $3,332+28.6% |
| Admin fee / account holder | $5,319 | $8,286-35.8% | $11,283-52.9% | $4,645+14.5% |