Filed September 23, 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 | $89,811 | $89,753+0.1% | $107,525-16.5% | $84,808+5.9% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 9.09% | 29.48%-20.4pp | 181.32%-172.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $865 | $3,113-72.2% | $3,754-77.0% | $2,631-67.1% |
| Participant deferral / active EE | $7,878 | $4,056+94.2% | $5,116+54.0% | $4,212+87.1% |
| Admin fee / account holder | $33,751 | $7,222+367.3% | $8,919+278.4% | $7,344+359.6% |