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 | $110,778 | $137,414-19.4% | $189,513-41.5% | $85,850+29.0% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 10.38% | 38.14%-27.8pp | 555.15%-544.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,133 | $4,344-50.9% | $6,162-65.4% | $2,565-16.9% |
| Participant deferral / active EE | $3,220 | $6,260-48.6% | $8,221-60.8% | $3,952-18.5% |
| Admin fee / account holder | $1,638 | $8,630-81.0% | $12,045-86.4% | $6,260-73.8% |