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 | $199,906 | $125,758+59.0% | $169,993+17.6% | $75,163+166.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 9.86% | 27.20%-17.3pp | 53.37%-43.5pp | 160.62%-150.8pp |
| Employer contribution / active EE | $9,047 | $4,615+96.0% | $6,785+33.3% | $2,670+238.9% |
| Participant deferral / active EE | $1,022 | $6,837-85.1% | $10,408-90.2% | $4,125-75.2% |
| Admin fee / account holder | $17,485 | $8,173+113.9% | $12,815+36.4% | $5,651+209.4% |