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 | $214,014 | $201,272+6.3% | $184,203+16.2% | $145,922+46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.54% | 29.00%-20.5pp | 28.81%-20.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $10,209 | $7,022+45.4% | $6,427+58.8% | $4,660+119.1% |
| Participant deferral / active EE | $1,104 | $9,806-88.7% | $9,131-87.9% | $6,688-83.5% |
| Admin fee / account holder | $42,870 | $16,364+162.0% | $13,901+208.4% | $13,397+220.0% |