Filed November 12, 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 | $184,096 | $171,865+7.1% | $149,718+23.0% | $147,584+24.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.74% | 2113.22%-2105.5pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,973 | $6,275-68.6% | $5,445-63.8% | $4,876-59.5% |
| Participant deferral / active EE | $6,129 | $7,271-15.7% | $6,569-6.7% | $5,439+12.7% |
| Admin fee / account holder | $9,613 | $13,799-30.3% | $11,283-14.8% | $10,885-11.7% |