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 | $91,871 | $123,793-25.8% | $177,821-48.3% | $79,858+15.0% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.6pp | 69.6%+26.7pp |
| Annual return | 3.55% | 22.82%-19.3pp | 48.32%-44.8pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,245 | $4,095-69.6% | $5,918-79.0% | $2,471-49.6% |
| Participant deferral / active EE | $2,903 | $5,956-51.3% | $7,714-62.4% | $3,740-22.4% |
| Admin fee / account holder | $2,360 | $7,243-67.4% | $12,427-81.0% | $5,306-55.5% |