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 | $61,779 | $95,803-35.5% | $113,168-45.4% | $84,808-27.2% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.7pp |
| Annual return | 9.10% | 25.00%-15.9pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,191 | $2,360-7.2% | $2,975-26.4% | $2,631-16.7% |
| Participant deferral / active EE | $3,754 | $4,242-11.5% | $5,107-26.5% | $4,212-10.9% |
| Admin fee / account holder | $3,490 | $8,989-61.2% | $12,068-71.1% | $7,344-52.5% |