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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,343 | $125,758-33.7% | $169,993-51.0% | $75,163+10.9% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 10.93% | 27.20%-16.3pp | 53.37%-42.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,564 | $4,615-44.4% | $6,785-62.2% | $2,670-4.0% |
| Participant deferral / active EE | $2,793 | $6,837-59.2% | $10,408-73.2% | $4,125-32.3% |
| Admin fee / account holder | $2,488 | $8,173-69.6% | $12,815-80.6% | $5,651-56.0% |