Filed October 18, 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 | $90,236 | $109,359-17.5% | $162,163-44.4% | $72,985+23.6% |
| Participation rate | 83.5% | 84.3%-0.7pp | 87.6%-4.0pp | 69.5%+14.1pp |
| Annual return | 5.37% | 25.46%-20.1pp | 115.59%-110.2pp | 81.00%-75.6pp |
| Employer contribution / active EE | $2,395 | $3,907-38.7% | $5,614-57.3% | $2,440-1.8% |
| Participant deferral / active EE | $2,906 | $5,481-47.0% | $7,298-60.2% | $3,607-19.4% |
| Admin fee / account holder | $6,135 | $7,972-23.0% | $10,843-43.4% | $5,124+19.7% |