Filed December 17, 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 9-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 | $25,426 | $59,805-57.5% | $79,550-68.0% | $68,494-62.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.88% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,037 | $1,505-31.1% | $2,413-57.0% | $2,596-60.1% |
| Participant deferral / active EE | $3,286 | $3,024+8.7% | $3,985-17.5% | $4,027-18.4% |
| Admin fee / account holder | $6,633 | $4,835+37.2% | $6,832-2.9% | $5,403+22.8% |