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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,885 | $148,978-8.8% | $200,582-32.3% | $84,808+60.2% |
| Participation rate | 84.4% | 84.2%+0.2pp | 86.9%-2.4pp | 68.3%+16.1pp |
| Annual return | 15.35% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,974 | $4,815-38.2% | $6,419-53.7% | $2,631+13.0% |
| Participant deferral / active EE | $2,806 | $7,142-60.7% | $9,331-69.9% | $4,212-33.4% |
| Admin fee / account holder | $4,661 | $13,977-66.7% | $16,305-71.4% | $7,344-36.5% |