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 | $39,704 | $95,416-58.4% | $185,823-78.6% | $85,850-53.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 3.46% | 23.59%-20.1pp | 122.05%-118.6pp | 318.53%-315.1pp |
| Employer contribution / active EE | $1,776 | $3,314-46.4% | $5,167-65.6% | $2,565-30.8% |
| Participant deferral / active EE | $2,206 | $3,423-35.6% | $5,568-60.4% | $3,952-44.2% |
| Admin fee / account holder | $1,342 | $7,213-81.4% | $16,237-91.7% | $6,260-78.6% |