Filed February 4, 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 | $30,514 | $54,705-44.2% | $71,209-57.1% | $84,808-64.0% |
| Participation rate | 85.5% | 64.1%+21.4pp | 73.8%+11.7pp | 68.3%+17.1pp |
| Annual return | 9.72% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $995 | $2,158-53.9% | $2,721-63.4% | $2,631-62.2% |
| Participant deferral / active EE | $2,750 | $3,030-9.3% | $4,175-34.1% | $4,212-34.7% |
| Admin fee / account holder | $17,176 | $4,863+253.2% | $5,349+221.1% | $7,344+133.9% |