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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,294 | $197,591-33.0% | $177,821-25.6% | $158,922-16.8% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 6.20% | 58.76%-52.6pp | 48.32%-42.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,543 | $6,697-62.0% | $5,918-57.0% | $4,761-46.6% |
| Participant deferral / active EE | $2,629 | $8,405-68.7% | $7,714-65.9% | $5,982-56.1% |
| Admin fee / account holder | $2,975 | $15,399-80.7% | $12,427-76.1% | $11,246-73.5% |