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 | $53,582 | $70,475-24.0% | $100,516-46.7% | $79,858-32.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 11.33% | 21.90%-10.6pp | 30.89%-19.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,687 | $2,165+24.1% | $3,418-21.4% | $2,471+8.8% |
| Participant deferral / active EE | $2,792 | $5,181-46.1% | $6,270-55.5% | $3,740-25.4% |
| Admin fee / account holder | $16,516 | $4,478+268.8% | $8,081+104.4% | $5,306+211.3% |