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 | $12,089 | $46,553-74.0% | $64,056-81.1% | $75,163-83.9% |
| Participation rate | 96.7% | 65.9%+30.7pp | 72.3%+24.4pp | 67.2%+29.5pp |
| Annual return | -7.78% | 26.03%-33.8pp | 33.69%-41.5pp | 160.62%-168.4pp |
| Employer contribution / active EE | $2,552 | $1,974+29.3% | $2,747-7.1% | $2,670-4.4% |
| Participant deferral / active EE | $2,046 | $2,837-27.9% | $3,880-47.3% | $4,125-50.4% |
| Admin fee / account holder | $598 | $2,952-79.7% | $3,068-80.5% | $5,651-89.4% |