Filed December 20, 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 | $85,915 | $109,359-21.4% | $162,163-47.0% | $72,985+17.7% |
| Participation rate | 89.2% | 84.3%+4.9pp | 87.6%+1.6pp | 69.5%+19.7pp |
| Annual return | 17.44% | 25.46%-8.0pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,911 | $5,481-46.9% | $7,298-60.1% | $3,607-19.3% |
| Admin fee / account holder | $6,168 | $7,972-22.6% | $10,843-43.1% | $5,124+20.4% |