Filed October 19, 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 | $95,408 | $60,349+58.1% | $74,183+28.6% | $62,891+51.7% |
| Participation rate | 83.6% | 72.7%+10.8pp | 76.6%+6.9pp | 69.3%+14.3pp |
| Annual return | -3.52% | 21.37%-24.9pp | 17.74%-21.3pp | 20.14%-23.7pp |
| Employer contribution / active EE | $1,494 | $1,680-11.1% | $2,370-37.0% | $2,281-34.5% |
| Participant deferral / active EE | $5,809 | $2,856+103.4% | $3,550+63.6% | $3,203+81.4% |
| Admin fee / account holder | $3,185 | $4,261-25.3% | $5,586-43.0% | $4,296-25.8% |