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 | $43,198 | $201,272-78.5% | $184,203-76.5% | $145,922-70.4% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.5pp | 80.3%-3.0pp |
| Annual return | 14.29% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,301 | $7,022-67.2% | $6,427-64.2% | $4,660-50.6% |
| Participant deferral / active EE | $2,894 | $9,806-70.5% | $9,131-68.3% | $6,688-56.7% |
| Admin fee / account holder | $2,867 | $16,364-82.5% | $13,901-79.4% | $13,397-78.6% |