Filed October 18, 2004 (most recent of 2 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 | $117,981 | $30,400+288.1% | $53,898+118.9% | $84,808+39.1% |
| Participation rate | 79.8% | 46.4%+33.3pp | 55.0%+24.8pp | 68.3%+11.5pp |
| Annual return | 11.26% | 500.19%-488.9pp | 528.60%-517.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,329 | $603+286.5% | $932+149.9% | $2,631-11.5% |
| Participant deferral / active EE | $4,795 | $1,199+300.1% | $1,826+162.6% | $4,212+13.9% |
| Admin fee / account holder | $13,541 | $1,993+579.3% | $2,491+443.6% | $7,344+84.4% |