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 | $45,714 | $45,073+1.4% | $69,455-34.2% | $72,985-37.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.25% | 22.65%-17.4pp | 28.97%-23.7pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,127 | $2,054-45.1% | $2,779-59.4% | $2,440-53.8% |
| Participant deferral / active EE | $1,730 | $2,602-33.5% | $3,535-51.1% | $3,607-52.0% |
| Admin fee / account holder | $3,873 | $3,056+26.8% | $3,839+0.9% | $5,124-24.4% |