Filed October 19, 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 | $113,198 | $56,199+101.4% | $67,652+67.3% | $59,632+89.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -9.80% | 18505.31%-18515.1pp | 6625.04%-6634.8pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $7,572 | $1,614+369.0% | $2,266+234.2% | $2,203+243.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,673 | $3,958+43.3% | $4,821+17.7% | $4,297+32.0% |