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 | $58,458 | $70,428-17.0% | $96,562-39.5% | $85,850-31.9% |
| Participation rate | 84.3% | 61.8%+22.5pp | 69.8%+14.5pp | 69.3%+15.0pp |
| Annual return | 10.62% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $5,035 | $1,413+256.3% | $2,356+113.6% | $2,565+96.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,489 | $4,997+69.9% | $6,181+37.4% | $6,260+35.6% |