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 | $58,288 | $51,576+13.0% | $129,207-54.9% | $80,856-27.9% |
| Participation rate | 95.7% | 57.0%+38.7pp | 69.6%+26.0pp | 67.6%+28.0pp |
| Annual return | 9.28% | 20.81%-11.5pp | 9417.33%-9408.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,388 | $1,584+50.8% | $4,153-42.5% | $2,755-13.3% |
| Participant deferral / active EE | $2,955 | $2,669+10.7% | $4,168-29.1% | $4,296-31.2% |
| Admin fee / account holder | $12,391 | $4,305+187.8% | $7,715+60.6% | $6,918+79.1% |