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 | $54,702 | $99,985-45.3% | $146,665-62.7% | $85,850-36.3% |
| Participation rate | 77.3% | 73.1%+4.2pp | 80.1%-2.8pp | 69.3%+8.0pp |
| Annual return | 8.57% | 18.93%-10.4pp | 22.74%-14.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $822 | $2,559-67.9% | $4,136-80.1% | $2,565-68.0% |
| Participant deferral / active EE | $3,175 | $4,006-20.7% | $5,506-42.3% | $3,952-19.6% |
| Admin fee / account holder | $3,746 | $7,702-51.4% | $10,280-63.6% | $6,260-40.2% |