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 | $145,477 | $80,968+79.7% | $96,544+50.7% | $75,163+93.5% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 10.45% | 27.06%-16.6pp | 25.84%-15.4pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,145 | $2,282-6.0% | $2,965-27.7% | $2,670-19.7% |
| Participant deferral / active EE | $2,910 | $3,928-25.9% | $4,851-40.0% | $4,125-29.4% |
| Admin fee / account holder | $21,031 | $6,724+212.8% | $8,252+154.9% | $5,651+272.2% |