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.
Participant 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 | $98,804 | $209,832-52.9% | $189,513-47.9% | $167,490-41.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.40% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,164 | $6,914-39.8% | $6,162-32.4% | $4,837-13.9% |
| Participant deferral / active EE | $2,923 | $8,935-67.3% | $8,221-64.4% | $6,341-53.9% |
| Admin fee / account holder | $12,796 | $14,293-10.5% | $12,045+6.2% | $12,309+4.0% |