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 8-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 | $39,282 | $39,122+0.4% | $57,179-31.3% | $62,891-37.5% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.1pp | 69.3%+29.2pp |
| Annual return | 0.74% | 9.23%-8.5pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,315 | $1,874-29.8% | $2,682-51.0% | $2,281-42.4% |
| Participant deferral / active EE | $2,089 | $2,374-12.0% | $3,096-32.5% | $3,203-34.8% |
| Admin fee / account holder | $2,879 | $2,592+11.1% | $3,139-8.3% | $4,296-33.0% |