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 | $143,004 | $110,094+29.9% | $151,611-5.7% | $68,494+108.8% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -22.25% | -10.12%-12.1pp | 3.33%-25.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $4,004 | $4,471-10.4% | $6,166-35.1% | $2,596+54.2% |
| Participant deferral / active EE | $6,457 | $6,527-1.1% | $8,363-22.8% | $4,027+60.3% |
| Admin fee / account holder | $28,328 | $7,719+267.0% | $11,616+143.9% | $5,403+424.3% |