Filed December 27, 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 | $154,961 | $165,335-6.3% | $149,696+3.5% | $158,922-2.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.49% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,911 | $5,103-23.4% | $4,644-15.8% | $4,761-17.9% |
| Participant deferral / active EE | $11,715 | $7,181+63.1% | $6,842+71.2% | $5,982+95.8% |
| Admin fee / account holder | $249,351 | $10,807+2207.4% | $9,309+2578.7% | $11,246+2117.3% |