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 | $115,763 | $138,347-16.3% | $184,203-37.2% | $80,856+43.2% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 10.95% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,103 | $4,850-56.6% | $6,427-67.3% | $2,755-23.7% |
| Participant deferral / active EE | $3,287 | $7,071-53.5% | $9,131-64.0% | $4,296-23.5% |
| Admin fee / account holder | $25,445 | $10,483+142.7% | $13,901+83.0% | $6,918+267.8% |