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.
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 | $99,747 | $138,347-27.9% | $184,203-45.8% | $80,856+23.4% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 7.79% | 20.02%-12.2pp | 28.81%-21.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,448 | $4,850-28.9% | $6,427-46.3% | $2,755+25.2% |
| Participant deferral / active EE | $3,338 | $7,071-52.8% | $9,131-63.4% | $4,296-22.3% |
| Admin fee / account holder | $16,762 | $10,483+59.9% | $13,901+20.6% | $6,918+142.3% |