Filed November 30, 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 | $170,407 | $100,041+70.3% | $149,718+13.8% | $70,131+143.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.10% | 27.43%-20.3pp | 1501.63%-1494.5pp | 73.14%-66.0pp |
| Employer contribution / active EE | $9,682 | $3,662+164.4% | $5,445+77.8% | $2,342+313.3% |
| Participant deferral / active EE | $950 | $4,983-80.9% | $6,569-85.5% | $3,332-71.5% |
| Admin fee / account holder | $18,575 | $8,286+124.2% | $11,283+64.6% | $4,645+299.9% |