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.
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 | $195,453 | $150,440+29.9% | $136,294+43.4% | $147,584+32.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.46% | 1049.08%-1041.6pp | 5155.94%-5148.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $7,061 | $5,256+34.3% | $4,695+50.4% | $4,876+44.8% |
| Participant deferral / active EE | $12,990 | $6,630+95.9% | $6,247+107.9% | $5,439+138.8% |
| Admin fee / account holder | $1,703 | $10,905-84.4% | $9,243-81.6% | $10,885-84.4% |