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 | $37,224 | $87,733-57.6% | $106,548-65.1% | $85,850-56.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 5.60% | 21.86%-16.3pp | 26.80%-21.2pp | 318.53%-312.9pp |
| Employer contribution / active EE | $1,352 | $2,073-34.8% | $2,819-52.0% | $2,565-47.3% |
| Participant deferral / active EE | $2,831 | $3,469-18.4% | $4,398-35.6% | $3,952-28.4% |
| Admin fee / account holder | $57,135 | $6,767+744.3% | $7,407+671.3% | $6,260+812.7% |