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 | $121,275 | $61,280+97.9% | $69,780+73.8% | $84,808+43.0% |
| Participation rate | 97.1% | 73.6%+23.5pp | 79.3%+17.8pp | 68.3%+28.8pp |
| Annual return | 9.91% | 12.93%-3.0pp | 26.31%-16.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $10,650 | $3,577+197.7% | $4,168+155.5% | $2,631+304.8% |
| Participant deferral / active EE | $4,529 | $3,756+20.6% | $6,164-26.5% | $4,212+7.5% |
| Admin fee / account holder | $6,917 | $6,026+14.8% | $7,285-5.1% | $7,344-5.8% |