Filed October 19, 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 | $198,988 | $150,440+32.3% | $136,294+46.0% | $147,584+34.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.00% | 1049.08%-1041.1pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $7,554 | $5,256+43.7% | $4,695+60.9% | $4,876+54.9% |
| Participant deferral / active EE | $11,443 | $6,630+72.6% | $6,247+83.2% | $5,439+110.4% |
| Admin fee / account holder | $22,861 | $10,905+109.6% | $9,243+147.3% | $10,885+110.0% |