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 | $184,968 | $157,256+17.6% | $141,162+31.0% | $152,861+21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.26% | 64.32%-54.1pp | 71.39%-61.1pp | 345.32%-335.1pp |
| Employer contribution / active EE | $6,181 | $5,261+17.5% | $4,735+30.5% | $4,762+29.8% |
| Participant deferral / active EE | $8,179 | $7,109+15.0% | $6,709+21.9% | $5,850+39.8% |
| Admin fee / account holder | $18,929 | $12,120+56.2% | $10,261+84.5% | $11,596+63.2% |