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 | $239,907 | $77,899+208.0% | $149,673+60.3% | $75,163+219.2% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 11.67% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $10,583 | $3,137+237.3% | $4,818+119.7% | $2,670+296.4% |
| Participant deferral / active EE | $5,650 | $3,411+65.6% | $5,680-0.5% | $4,125+37.0% |
| Admin fee / account holder | $7,392 | $5,956+24.1% | $13,210-44.0% | $5,651+30.8% |