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 | $172,255 | $96,635+78.3% | $86,612+98.9% | $139,434+23.5% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 3.82% | 106.41%-102.6pp | 591.07%-587.2pp | 372.94%-369.1pp |
| Employer contribution / active EE | $10,588 | $3,263+224.5% | $3,022+250.3% | $4,751+122.9% |
| Participant deferral / active EE | $830 | $4,836-82.8% | $4,438-81.3% | $6,710-87.6% |
| Admin fee / account holder | $9,773 | $6,408+52.5% | $5,614+74.1% | $11,403-14.3% |