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 | $130,039 | $56,897+128.6% | $84,750+53.4% | $62,891+106.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | -4.30% | 6.30%-10.6pp | 22.78%-27.1pp | 20.14%-24.4pp |
| Employer contribution / active EE | $4,061 | $2,400+69.2% | $3,574+13.6% | $2,281+78.0% |
| Participant deferral / active EE | $6,500 | $2,709+139.9% | $3,712+75.1% | $3,203+103.0% |
| Admin fee / account holder | $11,799 | $3,581+229.5% | $5,332+121.3% | $4,296+174.7% |