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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,833 | $110,094+53.4% | $151,611+11.4% | $68,494+146.5% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -10.78% | -10.12%-0.7pp | 3.33%-14.1pp | -7.84%-2.9pp |
| Employer contribution / active EE | $8,585 | $4,471+92.0% | $6,166+39.2% | $2,596+230.7% |
| Participant deferral / active EE | $912 | $6,527-86.0% | $8,363-89.1% | $4,027-77.3% |
| Admin fee / account holder | $2,859 | $7,719-63.0% | $11,616-75.4% | $5,403-47.1% |