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 | $82,937 | $137,414-39.6% | $189,513-56.2% | $85,850-3.4% |
| Participation rate | 97.6% | 84.6%+12.9pp | 87.8%+9.8pp | 69.3%+28.2pp |
| Annual return | 21.72% | 38.14%-16.4pp | 555.15%-533.4pp | 318.53%-296.8pp |
| Employer contribution / active EE | $2,439 | $4,344-43.9% | $6,162-60.4% | $2,565-4.9% |
| Participant deferral / active EE | $2,919 | $6,260-53.4% | $8,221-64.5% | $3,952-26.1% |
| Admin fee / account holder | $2,135 | $8,630-75.3% | $12,045-82.3% | $6,260-65.9% |