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 | $191,730 | $123,793+54.9% | $177,821+7.8% | $79,858+140.1% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 9.99% | 22.82%-12.8pp | 48.32%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,453 | $4,095+33.1% | $5,918-7.9% | $2,471+120.7% |
| Participant deferral / active EE | $6,615 | $5,956+11.1% | $7,714-14.2% | $3,740+76.9% |
| Admin fee / account holder | $5,242 | $7,243-27.6% | $12,427-57.8% | $5,306-1.2% |