Filed December 17, 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 | $77,222 | $100,041-22.8% | $149,718-48.4% | $70,131+10.1% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.1%-9.3pp | 69.5%+8.2pp |
| Annual return | 12.37% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,103 | $3,662-69.9% | $5,445-79.7% | $2,342-52.9% |
| Participant deferral / active EE | $4,084 | $4,983-18.0% | $6,569-37.8% | $3,332+22.6% |
| Admin fee / account holder | $5,700 | $8,286-31.2% | $11,283-49.5% | $4,645+22.7% |