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 | $65,640 | $79,944-17.9% | $98,439-33.3% | $75,163-12.7% |
| Participation rate | 97.7% | 70.4%+27.4pp | 75.2%+22.6pp | 67.2%+30.5pp |
| Annual return | 12.66% | 19.75%-7.1pp | 21.16%-8.5pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,648 | $2,264-27.2% | $3,048-45.9% | $2,670-38.3% |
| Participant deferral / active EE | $3,971 | $3,752+5.9% | $4,738-16.2% | $4,125-3.7% |
| Admin fee / account holder | $3,798 | $6,840-44.5% | $8,948-57.6% | $5,651-32.8% |