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 | $16,396 | $48,230-66.0% | $67,502-75.7% | $80,856-79.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 2.59% | 18.28%-15.7pp | 3512.12%-3509.5pp | 35.59%-33.0pp |
| Employer contribution / active EE | $3,257 | $2,020+61.2% | $2,731+19.2% | $2,755+18.2% |
| Participant deferral / active EE | $2,704 | $2,924-7.5% | $4,000-32.4% | $4,296-37.1% |
| Admin fee / account holder | $645 | $3,681-82.5% | $3,998-83.9% | $6,918-90.7% |