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 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 | $70,227 | $54,762+28.2% | $90,281-22.2% | $72,985-3.8% |
| Participation rate | 97.1% | 65.1%+32.0pp | 73.3%+23.9pp | 69.5%+27.7pp |
| Annual return | 6.07% | 30.63%-24.6pp | 78.10%-72.0pp | 81.00%-74.9pp |
| Employer contribution / active EE | $5,750 | $2,092+174.8% | $2,854+101.4% | $2,440+135.7% |
| Participant deferral / active EE | $5,205 | $2,887+80.3% | $3,885+34.0% | $3,607+44.3% |
| Admin fee / account holder | $15,950 | $3,972+301.6% | $5,351+198.1% | $5,124+211.3% |