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 | $113,604 | $98,240+15.6% | $82,313+38.0% | $147,584-23.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 8.40% | 30.85%-22.5pp | 25.88%-17.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $783 | $3,192-75.5% | $2,428-67.7% | $4,876-83.9% |
| Participant deferral / active EE | $3,699 | $4,383-15.6% | $3,706-0.2% | $5,439-32.0% |
| Admin fee / account holder | $33,816 | $8,563+294.9% | $5,608+503.0% | $10,885+210.7% |