Filed November 24, 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 | $106,052 | $49,177+115.7% | $79,464+33.5% | $64,186+65.2% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.9pp | 69.6%+25.7pp |
| Annual return | -8.71% | -1.16%-7.6pp | 718.14%-726.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,688 | $2,076+125.8% | $2,800+67.4% | $2,381+96.9% |
| Participant deferral / active EE | $5,017 | $2,821+77.8% | $3,704+35.5% | $3,470+44.6% |
| Admin fee / account holder | $1,400 | $3,839-63.5% | $5,113-72.6% | $4,888-71.4% |