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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,284 | $138,347-39.1% | $184,203-54.2% | $80,856+4.2% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.2pp | 67.6%+10.9pp |
| Annual return | 4.02% | 20.02%-16.0pp | 28.81%-24.8pp | 35.59%-31.6pp |
| Employer contribution / active EE | $841 | $4,850-82.7% | $6,427-86.9% | $2,755-69.5% |
| Participant deferral / active EE | $3,208 | $7,071-54.6% | $9,131-64.9% | $4,296-25.3% |
| Admin fee / account holder | $29,390 | $10,483+180.3% | $13,901+111.4% | $6,918+324.8% |