Filed September 10, 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 | $130,137 | $98,750+31.8% | $149,696-13.1% | $79,858+63.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.80% | 27.43%-23.6pp | 276.60%-272.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $7,371 | $3,216+129.2% | $4,644+58.7% | $2,471+198.3% |
| Participant deferral / active EE | $5,717 | $5,680+0.6% | $6,842-16.4% | $3,740+52.8% |
| Admin fee / account holder | $14,555 | $6,053+140.5% | $9,309+56.4% | $5,306+174.3% |