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 | $46,019 | $49,173-6.4% | $121,098-62.0% | $75,163-38.8% |
| Participation rate | 76.9% | 55.4%+21.5pp | 69.5%+7.4pp | 67.2%+9.7pp |
| Annual return | 11.85% | 55.99%-44.1pp | 985.75%-973.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,114 | $1,546+36.8% | $4,164-49.2% | $2,670-20.8% |
| Participant deferral / active EE | $3,337 | $2,628+27.0% | $4,080-18.2% | $4,125-19.1% |
| Admin fee / account holder | $7,776 | $3,942+97.3% | $5,644+37.8% | $5,651+37.6% |