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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,368 | $125,758-26.6% | $169,993-45.7% | $75,163+22.9% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.0%+7.6pp | 67.2%+27.4pp |
| Annual return | 18.98% | 27.20%-8.2pp | 53.37%-34.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $773 | $4,615-83.3% | $6,785-88.6% | $2,670-71.1% |
| Participant deferral / active EE | $2,893 | $6,837-57.7% | $10,408-72.2% | $4,125-29.9% |
| Admin fee / account holder | $5,840 | $8,173-28.5% | $12,815-54.4% | $5,651+3.3% |