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 | $73,334 | $77,634-5.5% | $156,549-53.2% | $62,891+16.6% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | -4.23% | 50.32%-54.6pp | 32.23%-36.5pp | 20.14%-24.4pp |
| Employer contribution / active EE | $4,022 | $3,444+16.8% | $5,501-26.9% | $2,281+76.3% |
| Participant deferral / active EE | $3,229 | $3,045+6.0% | $4,871-33.7% | $3,203+0.8% |
| Admin fee / account holder | $32,513 | $5,561+484.7% | $13,027+149.6% | $4,296+656.9% |