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 | $25,494 | $85,202-70.1% | $172,739-85.2% | $72,985-65.1% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.6%-12.0pp | 69.5%+1.2pp |
| Annual return | -0.01% | 27.32%-27.3pp | 802.84%-802.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $586 | $3,324-82.4% | $5,143-88.6% | $2,440-76.0% |
| Participant deferral / active EE | $1,292 | $3,260-60.4% | $5,198-75.1% | $3,607-64.2% |
| Admin fee / account holder | $2,155 | $5,884-63.4% | $13,954-84.6% | $5,124-57.9% |