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 | $173,639 | $123,793+40.3% | $177,821-2.4% | $79,858+117.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.14% | 22.82%-15.7pp | 48.32%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $8,693 | $4,095+112.3% | $5,918+46.9% | $2,471+251.8% |
| Participant deferral / active EE | $775 | $5,956-87.0% | $7,714-90.0% | $3,740-79.3% |
| Admin fee / account holder | $43,470 | $7,243+500.2% | $12,427+249.8% | $5,306+719.2% |