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 | $126,991 | $138,347-8.2% | $184,203-31.1% | $80,856+57.1% |
| Participation rate | 80.3% | 83.9%-3.6pp | 86.8%-6.5pp | 67.6%+12.7pp |
| Annual return | 10.12% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,672 | $4,850-65.5% | $6,427-74.0% | $2,755-39.3% |
| Participant deferral / active EE | $4,060 | $7,071-42.6% | $9,131-55.5% | $4,296-5.5% |
| Admin fee / account holder | $8,559 | $10,483-18.4% | $13,901-38.4% | $6,918+23.7% |