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 | $147,188 | $109,413+34.5% | $156,263-5.8% | $84,808+73.6% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 6.62% | 20.18%-13.6pp | 59.47%-52.8pp | 40.90%-34.3pp |
| Employer contribution / active EE | $2,034 | $2,907-30.0% | $4,333-53.1% | $2,631-22.7% |
| Participant deferral / active EE | $10,057 | $4,590+119.1% | $6,158+63.3% | $4,212+138.8% |
| Admin fee / account holder | $24,433 | $9,357+161.1% | $14,255+71.4% | $7,344+232.7% |