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 | $85,267 | $201,272-57.6% | $184,203-53.7% | $145,922-41.6% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 6.78% | 29.00%-22.2pp | 28.81%-22.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,683 | $7,022-76.0% | $6,427-73.8% | $4,660-63.9% |
| Participant deferral / active EE | $1,968 | $9,806-79.9% | $9,131-78.4% | $6,688-70.6% |
| Admin fee / account holder | $29,466 | $16,364+80.1% | $13,901+112.0% | $13,397+119.9% |