Filed October 19, 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 | $191,268 | $80,717+137.0% | $154,803+23.6% | $84,808+125.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.61% | 37.96%-25.3pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $11,287 | $2,761+308.8% | $4,305+162.2% | $2,631+329.0% |
| Participant deferral / active EE | $7,695 | $3,303+133.0% | $5,540+38.9% | $4,212+82.7% |
| Admin fee / account holder | $2,122 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |