Filed May 17, 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 | $62,245 | $110,094-43.5% | $151,611-58.9% | $68,494-9.1% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -18.57% | -10.12%-8.5pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,559 | $4,471+2.0% | $6,166-26.1% | $2,596+75.6% |
| Participant deferral / active EE | $4,431 | $6,527-32.1% | $8,363-47.0% | $4,027+10.0% |
| Admin fee / account holder | $5,805 | $7,719-24.8% | $11,616-50.0% | $5,403+7.4% |