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 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 | $141,864 | $100,041+41.8% | $149,718-5.2% | $70,131+102.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.07% | 27.43%-16.4pp | 1501.63%-1490.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $5,609 | $3,662+53.2% | $5,445+3.0% | $2,342+139.5% |
| Participant deferral / active EE | $4,480 | $4,983-10.1% | $6,569-31.8% | $3,332+34.5% |
| Admin fee / account holder | $3,045 | $8,286-63.3% | $11,283-73.0% | $4,645-34.5% |