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 | $49,888 | $91,538-45.5% | $129,995-61.6% | $75,163-33.6% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 12.00% | -631.11%+643.1pp | -137.18%+149.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $908 | $2,845-68.1% | $4,320-79.0% | $2,670-66.0% |
| Participant deferral / active EE | $2,844 | $4,341-34.5% | $5,820-51.1% | $4,125-31.1% |
| Admin fee / account holder | $6,342 | $6,790-6.6% | $10,614-40.3% | $5,651+12.2% |