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 | $105,228 | $72,492+45.2% | $87,100+20.8% | $72,985+44.2% |
| Participation rate | 80.2% | 72.8%+7.4pp | 76.9%+3.4pp | 69.5%+10.7pp |
| Annual return | 14.06% | 24.46%-10.4pp | 28.19%-14.1pp | 81.00%-66.9pp |
| Employer contribution / active EE | $1,504 | $1,894-20.6% | $2,521-40.3% | $2,440-38.4% |
| Participant deferral / active EE | $4,562 | $3,270+39.5% | $4,049+12.7% | $3,607+26.5% |
| Admin fee / account holder | $6,250 | $5,055+23.6% | $7,497-16.6% | $5,124+22.0% |