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 | $193,069 | $75,828+154.6% | $147,614+30.8% | $59,632+223.8% |
| Participation rate | 88.7% | 71.6%+17.1pp | 84.6%+4.1pp | 68.7%+20.0pp |
| Annual return | -2.77% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,547 | $3,485-55.6% | $5,564-72.2% | $2,203-29.8% |
| Participant deferral / active EE | $3,408 | $3,130+8.9% | $4,895-30.4% | $3,192+6.8% |
| Admin fee / account holder | $852 | $5,985-85.8% | $11,611-92.7% | $4,297-80.2% |