Filed April 9, 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 | $73,862 | $101,724-27.4% | $164,813-55.2% | $80,856-8.7% |
| Participation rate | 78.9% | 71.8%+7.1pp | 78.6%+0.3pp | 67.6%+11.3pp |
| Annual return | 5.97% | 16.72%-10.7pp | 69.93%-64.0pp | 35.59%-29.6pp |
| Employer contribution / active EE | $3,594 | $2,953+21.7% | $4,341-17.2% | $2,755+30.5% |
| Participant deferral / active EE | $5,769 | $4,477+28.8% | $6,031-4.4% | $4,296+34.3% |
| Admin fee / account holder | $73,853 | $8,227+797.7% | $12,690+482.0% | $6,918+967.5% |