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 | $140,583 | $73,004+92.6% | $90,749+54.9% | $68,494+105.2% |
| Participation rate | 95.7% | 70.8%+24.8pp | 75.7%+20.0pp | 67.9%+27.8pp |
| Annual return | -19.71% | -13.81%-5.9pp | -12.16%-7.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,562 | $2,193+108.0% | $2,921+56.2% | $2,596+75.7% |
| Participant deferral / active EE | $8,160 | $3,627+125.0% | $4,564+78.8% | $4,027+102.6% |
| Admin fee / account holder | $39,626 | $5,896+572.1% | $8,445+369.2% | $5,403+633.4% |