Filed November 3, 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 9-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 | $211,272 | $99,341+112.7% | $84,750+149.3% | $273,961-22.9% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | -9.03% | 22.93%-32.0pp | 22.78%-31.8pp | 41.45%-50.5pp |
| Employer contribution / active EE | $10,556 | $4,214+150.5% | $3,574+195.3% | $4,869+116.8% |
| Participant deferral / active EE | $6,568 | $4,269+53.8% | $3,712+77.0% | $5,287+24.2% |
| Admin fee / account holder | $13,393 | $6,644+101.6% | $5,332+151.2% | $10,132+32.2% |