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 9-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 | $46,020 | $85,202-46.0% | $172,739-73.4% | $72,985-36.9% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 3.50% | 27.32%-23.8pp | 802.84%-799.3pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,826 | $3,324-45.1% | $5,143-64.5% | $2,440-25.2% |
| Participant deferral / active EE | $2,191 | $3,260-32.8% | $5,198-57.8% | $3,607-39.3% |
| Admin fee / account holder | $5,276 | $5,884-10.3% | $13,954-62.2% | $5,124+3.0% |