Filed December 28, 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 | $206,949 | $30,400+580.7% | $53,898+284.0% | $84,808+144.0% |
| Participation rate | 85.2% | 46.4%+38.7pp | 55.0%+30.2pp | 68.3%+16.9pp |
| Annual return | 11.80% | 500.19%-488.4pp | 528.60%-516.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,489 | $603+478.9% | $932+274.3% | $2,631+32.6% |
| Participant deferral / active EE | $5,536 | $1,199+361.9% | $1,826+203.1% | $4,212+31.5% |
| Admin fee / account holder | $11,380 | $1,993+470.9% | $2,491+356.9% | $7,344+55.0% |