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 | $121,300 | $125,758-3.5% | $169,993-28.6% | $75,163+61.4% |
| Participation rate | 79.5% | 83.6%-4.0pp | 87.0%-7.5pp | 67.2%+12.4pp |
| Annual return | 12.16% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,406 | $4,615-47.9% | $6,785-64.5% | $2,670-9.9% |
| Participant deferral / active EE | $3,719 | $6,837-45.6% | $10,408-64.3% | $4,125-9.9% |
| Admin fee / account holder | $5,172 | $8,173-36.7% | $12,815-59.6% | $5,651-8.5% |