Filed October 19, 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 9-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 | $107,969 | $103,376+4.4% | $87,100+24.0% | $152,861-29.4% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 3.68% | 28.10%-24.4pp | 28.19%-24.5pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,751 | $3,220-45.6% | $2,521-30.6% | $4,762-63.2% |
| Participant deferral / active EE | $3,742 | $4,778-21.7% | $4,049-7.6% | $5,850-36.0% |
| Admin fee / account holder | $1,803 | $12,205-85.2% | $7,497-75.9% | $11,596-84.4% |