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 | $14,959 | $48,795-69.3% | $65,493-77.2% | $84,808-82.4% |
| Participation rate | 97.1% | 67.0%+30.2pp | 73.1%+24.0pp | 68.3%+28.8pp |
| Annual return | 6.01% | 20.20%-14.2pp | 982.45%-976.4pp | 40.90%-34.9pp |
| Employer contribution / active EE | $3,185 | $1,930+65.1% | $2,574+23.7% | $2,631+21.1% |
| Participant deferral / active EE | $1,518 | $2,928-48.2% | $3,961-61.7% | $4,212-63.9% |
| Admin fee / account holder | $954 | $3,877-75.4% | $5,028-81.0% | $7,344-87.0% |