Filed January 29, 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 | $68,011 | $100,041-32.0% | $149,718-54.6% | $70,131-3.0% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.1%+6.8pp | 69.5%+24.3pp |
| Annual return | 12.29% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,368 | $3,662-62.6% | $5,445-74.9% | $2,342-41.6% |
| Participant deferral / active EE | $3,260 | $4,983-34.6% | $6,569-50.4% | $3,332-2.2% |
| Admin fee / account holder | $4,056 | $8,286-51.0% | $11,283-64.0% | $4,645-12.7% |