Filed November 22, 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 | $157,835 | $88,751+77.8% | $81,812+92.9% | $145,922+8.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.36% | 1025.40%-1021.0pp | 773.79%-769.4pp | 561.29%-556.9pp |
| Employer contribution / active EE | $5,182 | $3,083+68.1% | $2,912+77.9% | $4,660+11.2% |
| Participant deferral / active EE | $10,879 | $4,643+134.3% | $4,319+151.9% | $6,688+62.7% |
| Admin fee / account holder | $3,875 | $8,415-54.0% | $7,386-47.5% | $13,397-71.1% |