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 | $52,029 | $56,114-7.3% | $96,139-45.9% | $85,850-39.4% |
| Participation rate | 96.0% | 56.7%+39.3pp | 68.4%+27.6pp | 69.3%+26.7pp |
| Annual return | 10.91% | 42.30%-31.4pp | 191.94%-181.0pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,315 | $1,620+104.7% | $2,797+18.5% | $2,565+29.3% |
| Participant deferral / active EE | $6,829 | $2,859+138.8% | $4,349+57.0% | $3,952+72.8% |
| Admin fee / account holder | $6,994 | $3,768+85.6% | $5,537+26.3% | $6,260+11.7% |