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 | $51,641 | $78,422-34.2% | $95,952-46.2% | $79,858-35.3% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 8.61% | 19.37%-10.8pp | 91.61%-83.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,053 | $1,945-45.9% | $2,541-58.6% | $2,471-57.4% |
| Participant deferral / active EE | $3,505 | $3,440+1.9% | $4,167-15.9% | $3,740-6.3% |
| Admin fee / account holder | $14,454 | $5,622+157.1% | $6,795+112.7% | $5,306+172.4% |