Filed October 18, 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 | $218,003 | $125,758+73.4% | $169,993+28.2% | $75,163+190.0% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.0%+4.9pp | 67.2%+24.7pp |
| Annual return | 19.32% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,875 | $4,615+5.6% | $6,785-28.1% | $2,670+82.6% |
| Participant deferral / active EE | $2,710 | $6,837-60.4% | $10,408-74.0% | $4,125-34.3% |
| Admin fee / account holder | $1,888 | $8,173-76.9% | $12,815-85.3% | $5,651-66.6% |