Filed December 23, 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 | $80,923 | $104,664-22.7% | $85,682-5.6% | $167,490-51.7% |
| Participation rate | 76.5% | 76.4%+0.1pp | 69.9%+6.6pp | 82.1%-5.6pp |
| Annual return | 7.52% | 21.45%-13.9pp | 21.49%-14.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,782 | $3,337-46.6% | $2,618-31.9% | $4,837-63.2% |
| Participant deferral / active EE | $2,977 | $4,824-38.3% | $3,923-24.1% | $6,341-53.0% |
| Admin fee / account holder | $17,085 | $10,032+70.3% | $6,873+148.6% | $12,309+38.8% |