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 | $228,381 | $105,181+117.1% | $159,436+43.2% | $85,850+166.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.33% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,383 | $3,318+1.9% | $4,829-30.0% | $2,565+31.9% |
| Participant deferral / active EE | $8,759 | $5,945+47.3% | $7,352+19.1% | $3,952+121.7% |
| Admin fee / account holder | $9,627 | $6,933+38.9% | $10,799-10.8% | $6,260+53.8% |