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 | $115,132 | $32,037+259.4% | $69,182+66.4% | $62,891+83.1% |
| Participation rate | 71.9% | 43.4%+28.5pp | 55.1%+16.8pp | 69.3%+2.6pp |
| Annual return | 2.37% | 15.16%-12.8pp | -21.93%+24.3pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,123 | $679+65.3% | $1,206-6.9% | $2,281-50.8% |
| Participant deferral / active EE | $1,298 | $1,185+9.5% | $1,897-31.6% | $3,203-59.5% |
| Admin fee / account holder | $17,002 | $2,608+551.8% | $2,697+530.5% | $4,296+295.8% |