Filed January 16, 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 | $152,622 | $137,414+11.1% | $189,513-19.5% | $85,850+77.8% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 10.89% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.6pp |
| Employer contribution / active EE | $5,699 | $4,344+31.2% | $6,162-7.5% | $2,565+122.2% |
| Participant deferral / active EE | $3,685 | $6,260-41.1% | $8,221-55.2% | $3,952-6.8% |
| Admin fee / account holder | $18,379 | $8,630+113.0% | $12,045+52.6% | $6,260+193.6% |