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 | $118,516 | $108,825+8.9% | $156,181-24.1% | $82,448+43.7% |
| Participation rate | 97.9% | 72.4%+25.5pp | 78.8%+19.0pp | 68.1%+29.8pp |
| Annual return | 10.06% | 20.59%-10.5pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,681 | $2,870+28.3% | $4,294-14.3% | $2,551+44.3% |
| Participant deferral / active EE | $4,537 | $4,577-0.9% | $6,132-26.0% | $4,139+9.6% |
| Admin fee / account holder | $20,679 | $9,341+121.4% | $14,586+41.8% | $7,234+185.8% |