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 | $50,532 | $72,492-30.3% | $87,100-42.0% | $72,985-30.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.33% | 24.46%-10.1pp | 28.19%-13.9pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,136 | $1,894-40.0% | $2,521-54.9% | $2,440-53.4% |
| Participant deferral / active EE | $3,621 | $3,270+10.8% | $4,049-10.6% | $3,607+0.4% |
| Admin fee / account holder | $3,014 | $5,055-40.4% | $7,497-59.8% | $5,124-41.2% |