Filed December 9, 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 | $178,431 | $72,492+146.1% | $87,100+104.9% | $72,985+144.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 3.08% | 24.46%-21.4pp | 28.19%-25.1pp | 81.00%-77.9pp |
| Employer contribution / active EE | $2,108 | $1,894+11.3% | $2,521-16.4% | $2,440-13.6% |
| Participant deferral / active EE | $3,643 | $3,270+11.4% | $4,049-10.0% | $3,607+1.0% |
| Admin fee / account holder | $9,667 | $5,055+91.2% | $7,497+29.0% | $5,124+88.7% |