Filed December 9, 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 | $22,710 | $40,256-43.6% | $57,343-60.4% | $59,632-61.9% |
| Participation rate | 93.6% | 69.2%+24.4pp | 75.1%+18.5pp | 68.7%+24.9pp |
| Annual return | -6.20% | 27.49%-33.7pp | 24.39%-30.6pp | 2041.28%-2047.5pp |
| Employer contribution / active EE | $3,092 | $1,922+60.9% | $2,689+15.0% | $2,203+40.4% |
| Participant deferral / active EE | $3,467 | $2,399+44.5% | $3,162+9.6% | $3,192+8.6% |
| Admin fee / account holder | $2,995 | $2,818+6.3% | $3,356-10.7% | $4,297-30.3% |