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 | $60,020 | $74,927-19.9% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.8pp | 68.3%+29.6pp |
| Annual return | 12.13% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,102 | $1,522+235.3% | $2,289+122.9% | $2,631+93.9% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,399 | $6,514-47.8% | $8,777-61.3% | $7,344-53.7% |