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 | $95,417 | $78,422+21.7% | $95,952-0.6% | $79,858+19.5% |
| Participation rate | 91.4% | 73.5%+17.9pp | 77.1%+14.4pp | 69.6%+21.8pp |
| Annual return | -8.96% | 19.37%-28.3pp | 91.61%-100.6pp | 31.71%-40.7pp |
| Employer contribution / active EE | $2,058 | $1,945+5.8% | $2,541-19.0% | $2,471-16.7% |
| Participant deferral / active EE | $8,281 | $3,440+140.7% | $4,167+98.7% | $3,740+121.4% |
| Admin fee / account holder | $9,062 | $5,622+61.2% | $6,795+33.4% | $5,306+70.8% |