Filed October 18, 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 | $132,610 | $90,503+46.5% | $78,689+68.5% | $273,961-51.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.57% | 75.60%-75.0pp | 62.18%-61.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $7,500 | $3,176+136.2% | $2,851+163.1% | $4,869+54.0% |
| Participant deferral / active EE | $1,530 | $3,901-60.8% | $3,517-56.5% | $5,287-71.1% |
| Admin fee / account holder | $28,445 | $5,263+440.4% | $4,510+530.7% | $10,132+180.7% |