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 | $111,337 | $125,758-11.5% | $169,993-34.5% | $75,163+48.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.12% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $5,310 | $4,615+15.1% | $6,785-21.7% | $2,670+98.9% |
| Participant deferral / active EE | $3,665 | $6,837-46.4% | $10,408-64.8% | $4,125-11.2% |
| Admin fee / account holder | $17,365 | $8,173+112.5% | $12,815+35.5% | $5,651+207.3% |