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 | $129,720 | $102,317+26.8% | $146,958-11.7% | $80,856+60.4% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 9.38% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $6,713 | $3,713+80.8% | $4,933+36.1% | $2,755+143.7% |
| Participant deferral / active EE | $7,412 | $6,644+11.6% | $8,070-8.1% | $4,296+72.5% |
| Admin fee / account holder | $41,499 | $7,941+422.6% | $12,998+219.3% | $6,918+499.9% |