Filed October 19, 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 | $51,695 | $56,277-8.1% | $80,975-36.2% | $62,891-17.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 4.42% | 22.12%-17.7pp | 17.10%-12.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,082 | $1,943+7.1% | $3,714-44.0% | $2,281-8.7% |
| Participant deferral / active EE | $3,134 | $4,195-25.3% | $5,696-45.0% | $3,203-2.2% |
| Admin fee / account holder | $2,444 | $3,741-34.7% | $5,516-55.7% | $4,296-43.1% |