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 | $29,319+302.4% | $52,425+125.0% | $82,448+43.1% |
| Participation rate | 79.8% | 46.9%+32.9pp | 55.6%+24.1pp | 68.1%+11.7pp |
| Annual return | 11.26% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,329 | $586+297.2% | $914+154.8% | $2,551-8.7% |
| Participant deferral / active EE | $4,795 | $1,171+309.4% | $1,790+167.8% | $4,139+15.8% |
| Admin fee / account holder | $13,541 | $1,962+590.1% | $2,495+442.7% | $7,234+87.2% |