Filed December 30, 2004 (most recent of 3 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 | $65,753 | $109,359-39.9% | $162,163-59.5% | $72,985-9.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.66% | 25.46%-6.8pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,030 | $3,907-22.4% | $5,614-46.0% | $2,440+24.2% |
| Participant deferral / active EE | $2,441 | $5,481-55.5% | $7,298-66.6% | $3,607-32.3% |
| Admin fee / account holder | $21,484 | $7,972+169.5% | $10,843+98.1% | $5,124+319.3% |