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 | $98,104 | $137,414-28.6% | $189,513-48.2% | $85,850+14.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.27% | 38.14%-27.9pp | 555.15%-544.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,520 | $4,344-19.0% | $6,162-42.9% | $2,565+37.2% |
| Participant deferral / active EE | $3,159 | $6,260-49.5% | $8,221-61.6% | $3,952-20.0% |
| Admin fee / account holder | $12,079 | $8,630+40.0% | $12,045+0.3% | $6,260+93.0% |