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 9-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 | $50,059 | $74,888-33.2% | $71,209-29.7% | $142,382-64.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.26% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,157 | $2,854+10.6% | $2,721+16.0% | $4,299-26.6% |
| Participant deferral / active EE | $8,749 | $4,454+96.4% | $4,175+109.6% | $6,507+34.5% |
| Admin fee / account holder | $106,286 | $5,568+1808.8% | $5,349+1887.1% | $12,624+742.0% |