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 | $137,946 | $209,832-34.3% | $189,513-27.2% | $167,490-17.6% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 11.99% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,421 | $6,914-65.0% | $6,162-60.7% | $4,837-50.0% |
| Participant deferral / active EE | $2,801 | $8,935-68.6% | $8,221-65.9% | $6,341-55.8% |
| Admin fee / account holder | $1,793 | $14,293-87.5% | $12,045-85.1% | $12,309-85.4% |