Filed January 7, 2005
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 | $31,918 | $48,046-33.6% | $84,611-62.3% | $72,985-56.3% |
| Participation rate | 94.4% | 57.6%+36.9pp | 68.2%+26.2pp | 69.5%+25.0pp |
| Annual return | 14.87% | 37.38%-22.5pp | 258.74%-243.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $2,217 | $1,602+38.4% | $2,652-16.4% | $2,440-9.1% |
| Participant deferral / active EE | $3,454 | $2,680+28.9% | $3,899-11.4% | $3,607-4.3% |
| Admin fee / account holder | $8,791 | $3,395+159.0% | $4,912+79.0% | $5,124+71.5% |