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 | $129,904 | $93,571+38.8% | $135,903-4.4% | $75,163+72.8% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 14.85% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $7,693 | $3,537+117.5% | $4,856+58.4% | $2,670+188.2% |
| Participant deferral / active EE | $7,964 | $6,404+24.4% | $7,758+2.7% | $4,125+93.1% |
| Admin fee / account holder | $5,008 | $6,975-28.2% | $10,762-53.5% | $5,651-11.4% |