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 | $136,712 | $81,900+66.9% | $119,609+14.3% | $68,494+99.6% |
| Participation rate | 92.8% | 71.9%+20.9pp | 79.3%+13.5pp | 67.9%+24.9pp |
| Annual return | -19.51% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,059 | $2,693-23.6% | $4,232-51.3% | $2,596-20.7% |
| Participant deferral / active EE | $9,859 | $4,148+137.7% | $5,602+76.0% | $4,027+144.8% |
| Admin fee / account holder | $8,736 | $6,582+32.7% | $10,323-15.4% | $5,403+61.7% |