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 | $75,564 | $72,277+4.5% | $101,248-25.4% | $79,858-5.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.56% | 22.30%-27.9pp | 46.47%-52.0pp | 31.71%-37.3pp |
| Employer contribution / active EE | $2,068 | $2,692-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $4,339 | $3,282+32.2% | $4,370-0.7% | $3,740+16.0% |
| Admin fee / account holder | $2,903 | $4,400-34.0% | $5,945-51.2% | $5,306-45.3% |