Filed October 18, 2004
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 | $194,277 | $80,717+140.7% | $154,803+25.5% | $84,808+129.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 12.95% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $11,107 | $2,761+302.2% | $4,305+158.0% | $2,631+322.2% |
| Participant deferral / active EE | $15,397 | $3,303+366.1% | $5,540+177.9% | $4,212+265.6% |
| Admin fee / account holder | $18,512 | $6,746+174.4% | $14,329+29.2% | $7,344+152.1% |