Filed February 15, 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 | $106,749 | $76,552+39.4% | $123,892-13.8% | $62,891+69.7% |
| Participation rate | 86.3% | 73.0%+13.3pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 5.46% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,124 | $2,883+43.1% | $4,617-10.7% | $2,281+80.8% |
| Participant deferral / active EE | $8,804 | $4,840+81.9% | $5,984+47.1% | $3,203+174.9% |
| Admin fee / account holder | $16,928 | $4,826+250.8% | $8,357+102.6% | $4,296+294.1% |