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 | $91,046 | $76,367+19.2% | $93,606-2.7% | $72,985+24.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 13.93% | 25.82%-11.9pp | 32.76%-18.8pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,029 | $2,275-54.8% | $2,718-62.2% | $2,440-57.8% |
| Participant deferral / active EE | $2,043 | $3,538-42.2% | $4,069-49.8% | $3,607-43.4% |
| Admin fee / account holder | $7,821 | $6,838+14.4% | $7,888-0.9% | $5,124+52.6% |