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 | $194,673 | $85,202+128.5% | $172,739+12.7% | $72,985+166.7% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 5.61% | 27.32%-21.7pp | 802.84%-797.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $7,151 | $3,324+115.1% | $5,143+39.1% | $2,440+193.1% |
| Participant deferral / active EE | $4,769 | $3,260+46.3% | $5,198-8.2% | $3,607+32.2% |
| Admin fee / account holder | $5,943 | $5,884+1.0% | $13,954-57.4% | $5,124+16.0% |