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 | $179,869 | $148,978+20.7% | $200,582-10.3% | $84,808+112.1% |
| Participation rate | 73.9% | 84.2%-10.3pp | 86.9%-13.0pp | 68.3%+5.6pp |
| Annual return | 11.39% | 28.16%-16.8pp | 42.33%-30.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,815 | $4,815-20.8% | $6,419-40.6% | $2,631+45.0% |
| Participant deferral / active EE | $6,439 | $7,142-9.9% | $9,331-31.0% | $4,212+52.9% |
| Admin fee / account holder | $26,975 | $13,977+93.0% | $16,305+65.4% | $7,344+267.3% |