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 | $181,677 | $68,719+164.4% | $91,541+98.5% | $84,808+114.2% |
| Participation rate | 70.3% | 64.5%+5.8pp | 69.8%+0.6pp | 68.3%+2.0pp |
| Annual return | 12.54% | 19.12%-6.6pp | 20.50%-8.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,258 | $1,920+69.7% | $2,505+30.1% | $2,631+23.8% |
| Participant deferral / active EE | $4,811 | $3,136+53.4% | $4,008+20.0% | $4,212+14.2% |
| Admin fee / account holder | $2,082 | $5,786-64.0% | $6,956-70.1% | $7,344-71.6% |