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 8-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 | $205,524 | $102,317+100.9% | $146,958+39.9% | $80,856+154.2% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 11.65% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,022 | $3,713+8.3% | $4,933-18.5% | $2,755+46.0% |
| Participant deferral / active EE | $9,846 | $6,644+48.2% | $8,070+22.0% | $4,296+129.2% |
| Admin fee / account holder | $13,744 | $7,941+73.1% | $12,998+5.7% | $6,918+98.7% |