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 | $30,222 | $83,477-63.8% | $125,175-75.9% | $72,985-58.6% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.5%+12.6pp |
| Annual return | 14.13% | 25.78%-11.7pp | 43.79%-29.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $628 | $2,345-73.2% | $3,865-83.8% | $2,440-74.3% |
| Participant deferral / active EE | $2,365 | $3,585-34.0% | $4,937-52.1% | $3,607-34.4% |
| Admin fee / account holder | $401 | $5,517-92.7% | $9,702-95.9% | $5,124-92.2% |