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.
Employer 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 | $39,528 | $185,822-78.7% | $169,993-76.7% | $139,434-71.7% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 16.86% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,360 | $7,590-82.1% | $6,785-80.0% | $4,751-71.4% |
| Participant deferral / active EE | $2,176 | $11,622-81.3% | $10,408-79.1% | $6,710-67.6% |
| Admin fee / account holder | $4,183 | $15,381-72.8% | $12,815-67.4% | $11,403-63.3% |