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 | $71,070 | $72,277-1.7% | $101,248-29.8% | $79,858-11.0% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.8%+14.9pp | 69.6%+21.1pp |
| Annual return | -6.77% | 22.30%-29.1pp | 46.47%-53.2pp | 31.71%-38.5pp |
| Employer contribution / active EE | $1,056 | $2,692-60.8% | $3,660-71.1% | $2,471-57.3% |
| Participant deferral / active EE | $5,030 | $3,282+53.3% | $4,370+15.1% | $3,740+34.5% |
| Admin fee / account holder | $20,613 | $4,400+368.4% | $5,945+246.7% | $5,306+288.5% |