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 | $83,902+63.0% | $167,512-18.4% | $84,808+61.3% |
| Participation rate | 84.0% | 66.5%+17.5pp | 77.1%+6.9pp | 68.3%+15.7pp |
| Annual return | 10.14% | 91.55%-81.4pp | 1615.79%-1605.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $882 | $2,264-61.0% | $3,882-77.3% | $2,631-66.5% |
| Participant deferral / active EE | $4,783 | $4,442+7.7% | $6,405-25.3% | $4,212+13.6% |
| Admin fee / account holder | $4,342 | $7,915-45.1% | $9,769-55.6% | $7,344-40.9% |