Filed October 18, 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 9-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 | $138,839 | $98,750+40.6% | $149,696-7.3% | $79,858+73.9% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.2pp |
| Annual return | 4.32% | 27.43%-23.1pp | 276.60%-272.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,896 | $3,216+21.1% | $4,644-16.1% | $2,471+57.7% |
| Participant deferral / active EE | $11,865 | $5,680+108.9% | $6,842+73.4% | $3,740+217.2% |
| Admin fee / account holder | $11,411 | $6,053+88.5% | $9,309+22.6% | $5,306+115.0% |