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 | $188,296 | $137,414+37.0% | $189,513-0.6% | $85,850+119.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.66% | 38.14%-29.5pp | 555.15%-546.5pp | 318.53%-309.9pp |
| Employer contribution / active EE | $8,600 | $4,344+97.9% | $6,162+39.6% | $2,565+235.3% |
| Participant deferral / active EE | $861 | $6,260-86.2% | $8,221-89.5% | $3,952-78.2% |
| Admin fee / account holder | $16,877 | $8,630+95.6% | $12,045+40.1% | $6,260+169.6% |