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 | $245,470 | $102,317+139.9% | $146,958+67.0% | $80,856+203.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.55% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,642 | $3,713+25.0% | $4,933-5.9% | $2,755+68.5% |
| Participant deferral / active EE | $12,394 | $6,644+86.6% | $8,070+53.6% | $4,296+188.5% |
| Admin fee / account holder | $2,388 | $7,941-69.9% | $12,998-81.6% | $6,918-65.5% |