Filed October 18, 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 | $67,206 | $214,378-68.7% | $200,582-66.5% | $142,382-52.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.95% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,717 | $6,841-45.7% | $6,419-42.1% | $4,299-13.6% |
| Participant deferral / active EE | $6,024 | $9,865-38.9% | $9,331-35.4% | $6,507-7.4% |
| Admin fee / account holder | $30,997 | $17,692+75.2% | $16,305+90.1% | $12,624+145.5% |