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 | $48,167 | $49,227-2.2% | $70,449-31.6% | $79,858-39.7% |
| Participation rate | 77.3% | 69.2%+8.2pp | 75.1%+2.3pp | 69.6%+7.7pp |
| Annual return | 4.02% | 30.06%-26.0pp | 109.03%-105.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,140 | $2,099-45.7% | $2,737-58.3% | $2,471-53.9% |
| Participant deferral / active EE | $1,614 | $2,768-41.7% | $3,709-56.5% | $3,740-56.8% |
| Admin fee / account holder | $1,560 | $2,878-45.8% | $3,845-59.4% | $5,306-70.6% |