Filed April 2, 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 | $136,769 | $80,812+69.2% | $160,784-14.9% | $82,448+65.9% |
| Participation rate | 84.0% | 66.2%+17.8pp | 77.0%+7.0pp | 68.1%+15.9pp |
| Annual return | 10.14% | 100.59%-90.4pp | 1803.92%-1793.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $882 | $2,174-59.4% | $3,733-76.4% | $2,551-65.4% |
| Participant deferral / active EE | $4,783 | $4,335+10.3% | $6,293-24.0% | $4,139+15.6% |
| Admin fee / account holder | $4,342 | $7,695-43.6% | $9,717-55.3% | $7,234-40.0% |