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 | $45,421 | $85,022-46.6% | $70,515-35.6% | $139,434-67.4% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.3%+5.0pp | 80.3%-7.0pp |
| Annual return | 9.08% | 30.38%-21.3pp | 32.77%-23.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,655 | $3,909-57.7% | $2,973-44.3% | $4,751-65.2% |
| Participant deferral / active EE | $3,470 | $5,890-41.1% | $4,567-24.0% | $6,710-48.3% |
| Admin fee / account holder | $29,922 | $8,906+236.0% | $6,412+366.7% | $11,403+162.4% |