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 | $217,224 | $95,862+126.6% | $79,550+173.1% | $134,475+61.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 69.5%+20.0pp | 81.2%+8.3pp |
| Annual return | -24.90% | -2.69%-22.2pp | 0.16%-25.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $12,604 | $3,128+302.9% | $2,413+422.3% | $4,740+165.9% |
| Participant deferral / active EE | $7,086 | $4,693+51.0% | $3,985+77.8% | $6,400+10.7% |
| Admin fee / account holder | $4,129 | $9,126-54.8% | $6,832-39.6% | $11,426-63.9% |