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 | $200,236 | $109,359+83.1% | $162,163+23.5% | $72,985+174.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.28% | 25.46%-16.2pp | 115.59%-106.3pp | 81.00%-71.7pp |
| Employer contribution / active EE | $9,865 | $3,907+152.5% | $5,614+75.7% | $2,440+304.3% |
| Participant deferral / active EE | $1,270 | $5,481-76.8% | $7,298-82.6% | $3,607-64.8% |
| Admin fee / account holder | $3,139 | $7,972-60.6% | $10,843-71.0% | $5,124-38.7% |