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 | $72,088 | $125,758-42.7% | $169,993-57.6% | $75,163-4.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 9.73% | 27.20%-17.5pp | 53.37%-43.6pp | 160.62%-150.9pp |
| Employer contribution / active EE | $2,401 | $4,615-48.0% | $6,785-64.6% | $2,670-10.1% |
| Participant deferral / active EE | $3,384 | $6,837-50.5% | $10,408-67.5% | $4,125-18.0% |
| Admin fee / account holder | $7,248 | $8,173-11.3% | $12,815-43.4% | $5,651+28.3% |