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 | $186,202 | $91,190+104.2% | $178,490+4.3% | $79,858+133.2% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 1.06% | 24.19%-23.1pp | 151.07%-150.0pp | 31.71%-30.7pp |
| Employer contribution / active EE | $8,004 | $3,256+145.8% | $5,011+59.7% | $2,471+223.9% |
| Participant deferral / active EE | $4,136 | $3,236+27.8% | $5,202-20.5% | $3,740+10.6% |
| Admin fee / account holder | $17,053 | $6,751+152.6% | $13,984+21.9% | $5,306+221.4% |