Filed March 31, 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 | $115,083 | $87,841+31.0% | $133,980-14.1% | $62,891+83.0% |
| Participation rate | 77.4% | 83.4%-6.0pp | 87.1%-9.7pp | 69.3%+8.1pp |
| Annual return | 5.50% | 12.05%-6.5pp | 29.30%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,312 | $3,483-33.6% | $5,211-55.6% | $2,281+1.4% |
| Participant deferral / active EE | $4,764 | $4,812-1.0% | $6,282-24.2% | $3,203+48.7% |
| Admin fee / account holder | $3,188 | $5,371-40.6% | $9,324-65.8% | $4,296-25.8% |