Filed October 18, 2004 (most recent of 3 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 | $122,783 | $105,181+16.7% | $159,436-23.0% | $85,850+43.0% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 10.70% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $5,590 | $3,318+68.5% | $4,829+15.8% | $2,565+117.9% |
| Participant deferral / active EE | $5,404 | $5,945-9.1% | $7,352-26.5% | $3,952+36.8% |
| Admin fee / account holder | $12,208 | $6,933+76.1% | $10,799+13.0% | $6,260+95.0% |