Filed July 28, 2004 (most recent of 3 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 4-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 | $119,623 | $138,347-13.5% | $184,203-35.1% | $80,856+47.9% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.6%+20.7pp |
| Annual return | 10.57% | 20.02%-9.5pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,909 | $4,850-40.0% | $6,427-54.7% | $2,755+5.6% |
| Participant deferral / active EE | $3,080 | $7,071-56.4% | $9,131-66.3% | $4,296-28.3% |
| Admin fee / account holder | $7,988 | $10,483-23.8% | $13,901-42.5% | $6,918+15.5% |