Filed March 5, 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 | $143,514 | $65,409+119.4% | $98,442+45.8% | $85,850+67.2% |
| Participation rate | 80.3% | 65.0%+15.3pp | 73.3%+6.9pp | 69.3%+10.9pp |
| Annual return | 11.39% | 21.76%-10.4pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $7,124 | $2,168+228.7% | $2,960+140.7% | $2,565+177.7% |
| Participant deferral / active EE | $7,462 | $3,166+135.7% | $4,276+74.5% | $3,952+88.8% |
| Admin fee / account holder | $19,247 | $4,593+319.1% | $5,949+223.5% | $6,260+207.5% |