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 | $103,430 | $137,414-24.7% | $189,513-45.4% | $85,850+20.5% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 9.55% | 38.14%-28.6pp | 555.15%-545.6pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,387 | $4,344-68.1% | $6,162-77.5% | $2,565-45.9% |
| Participant deferral / active EE | $6,378 | $6,260+1.9% | $8,221-22.4% | $3,952+61.4% |
| Admin fee / account holder | $5,572 | $8,630-35.4% | $12,045-53.7% | $6,260-11.0% |