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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,817 | $110,094-16.6% | $151,611-39.4% | $68,494+34.1% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -20.64% | -10.12%-10.5pp | 3.33%-24.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $618 | $4,471-86.2% | $6,166-90.0% | $2,596-76.2% |
| Participant deferral / active EE | $5,908 | $6,527-9.5% | $8,363-29.4% | $4,027+46.7% |
| Admin fee / account holder | $8,992 | $7,719+16.5% | $11,616-22.6% | $5,403+66.4% |