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 | $18,774 | $85,202-78.0% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.49% | 27.32%-11.8pp | 802.84%-787.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,560 | $3,324-53.1% | $5,143-69.7% | $2,440-36.1% |
| Participant deferral / active EE | $1,326 | $3,260-59.3% | $5,198-74.5% | $3,607-63.2% |
| Admin fee / account holder | $1,493 | $5,884-74.6% | $13,954-89.3% | $5,124-70.9% |