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 | $176,331 | $123,793+42.4% | $177,821-0.8% | $79,858+120.8% |
| Participation rate | 74.5% | 84.7%-10.1pp | 87.7%-13.2pp | 69.6%+4.9pp |
| Annual return | 6.25% | 22.82%-16.6pp | 48.32%-42.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,755 | $4,095-32.7% | $5,918-53.4% | $2,471+11.5% |
| Participant deferral / active EE | $5,151 | $5,956-13.5% | $7,714-33.2% | $3,740+37.7% |
| Admin fee / account holder | $7,707 | $7,243+6.4% | $12,427-38.0% | $5,306+45.2% |