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 | $40,984 | $91,190-55.1% | $178,490-77.0% | $79,858-48.7% |
| Participation rate | 92.8% | 69.2%+23.6pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 1.44% | 24.19%-22.8pp | 151.07%-149.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,760 | $3,256-45.9% | $5,011-64.9% | $2,471-28.8% |
| Participant deferral / active EE | $2,212 | $3,236-31.7% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $4,529 | $6,751-32.9% | $13,984-67.6% | $5,306-14.6% |