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 | $93,574 | $109,359-14.4% | $162,163-42.3% | $72,985+28.2% |
| Participation rate | 90.5% | 84.3%+6.2pp | 87.6%+2.9pp | 69.5%+21.0pp |
| Annual return | 14.86% | 25.46%-10.6pp | 115.59%-100.7pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,988 | $3,907-49.1% | $5,614-64.6% | $2,440-18.5% |
| Participant deferral / active EE | $3,375 | $5,481-38.4% | $7,298-53.8% | $3,607-6.4% |
| Admin fee / account holder | $3,841 | $7,972-51.8% | $10,843-64.6% | $5,124-25.1% |