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 | $151,401 | $214,378-29.4% | $200,582-24.5% | $142,382+6.3% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 11.65% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,013 | $6,841-56.0% | $6,419-53.1% | $4,299-29.9% |
| Participant deferral / active EE | $3,653 | $9,865-63.0% | $9,331-60.8% | $6,507-43.9% |
| Admin fee / account holder | $1,500 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |