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 | $219,180 | $127,065+72.5% | $113,168+93.7% | $142,382+53.9% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 7.09% | 24.03%-16.9pp | 24.27%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,604 | $3,442-24.3% | $2,975-12.5% | $4,299-39.4% |
| Participant deferral / active EE | $4,672 | $5,716-18.3% | $5,107-8.5% | $6,507-28.2% |
| Admin fee / account holder | $54,304 | $15,736+245.1% | $12,068+350.0% | $12,624+330.2% |