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 | $159,699 | $73,867+116.2% | $143,757+11.1% | $68,494+133.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.75% | 1.01%-24.8pp | -0.04%-23.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $9,099 | $3,184+185.8% | $4,951+83.8% | $2,596+250.5% |
| Participant deferral / active EE | $4,127 | $3,384+21.9% | $5,637-26.8% | $4,027+2.5% |
| Admin fee / account holder | $5,892 | $5,755+2.4% | $14,673-59.8% | $5,403+9.1% |