Filed November 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 | $97,063 | $87,733+10.6% | $106,548-8.9% | $85,850+13.1% |
| Participation rate | 73.2% | 71.9%+1.2pp | 76.1%-3.0pp | 69.3%+3.9pp |
| Annual return | 10.38% | 21.86%-11.5pp | 26.80%-16.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $524 | $2,073-74.7% | $2,819-81.4% | $2,565-79.6% |
| Participant deferral / active EE | $2,952 | $3,469-14.9% | $4,398-32.9% | $3,952-25.3% |
| Admin fee / account holder | $2,790 | $6,767-58.8% | $7,407-62.3% | $6,260-55.4% |