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 | $62,179 | $183,963-66.2% | $162,163-61.7% | $152,861-59.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.59% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,683 | $6,371-42.2% | $5,614-34.4% | $4,762-22.7% |
| Participant deferral / active EE | $2,871 | $8,034-64.3% | $7,298-60.7% | $5,850-50.9% |
| Admin fee / account holder | $4,542 | $13,121-65.4% | $10,843-58.1% | $11,596-60.8% |