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 | $75,921 | $148,978-49.0% | $200,582-62.1% | $84,808-10.5% |
| Participation rate | 80.5% | 84.2%-3.7pp | 86.9%-6.4pp | 68.3%+12.2pp |
| Annual return | 8.09% | 28.16%-20.1pp | 42.33%-34.2pp | 40.90%-32.8pp |
| Employer contribution / active EE | $794 | $4,815-83.5% | $6,419-87.6% | $2,631-69.8% |
| Participant deferral / active EE | $3,238 | $7,142-54.7% | $9,331-65.3% | $4,212-23.1% |
| Admin fee / account holder | $19,226 | $13,977+37.6% | $16,305+17.9% | $7,344+161.8% |