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.
Participant 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 | $139,852 | $102,966+35.8% | $90,281+54.9% | $152,861-8.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.80% | 95.16%-94.4pp | 78.10%-77.3pp | 345.32%-344.5pp |
| Employer contribution / active EE | $4,286 | $3,139+36.5% | $2,854+50.1% | $4,762-10.0% |
| Participant deferral / active EE | $736 | $4,281-82.8% | $3,885-81.0% | $5,850-87.4% |
| Admin fee / account holder | $18,628 | $6,171+201.9% | $5,351+248.1% | $11,596+60.6% |