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 | $130,722 | $100,852+29.6% | $90,404+44.6% | $158,922-17.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.69% | 1724.20%-1723.5pp | 1293.02%-1292.3pp | 302.83%-302.1pp |
| Employer contribution / active EE | $4,500 | $3,689+22.0% | $3,262+38.0% | $4,761-5.5% |
| Participant deferral / active EE | $695 | $4,348-84.0% | $3,963-82.5% | $5,982-88.4% |
| Admin fee / account holder | $14,422 | $6,501+121.8% | $5,611+157.0% | $11,246+28.2% |