Filed November 6, 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 | $82,204 | $48,364+70.0% | $71,796+14.5% | $62,891+30.7% |
| Participation rate | 84.1% | 60.6%+23.5pp | 69.1%+15.0pp | 69.3%+14.8pp |
| Annual return | -7.44% | 13.16%-20.6pp | 78.04%-85.5pp | 20.14%-27.6pp |
| Employer contribution / active EE | $3,198 | $1,042+206.9% | $1,924+66.2% | $2,281+40.2% |
| Participant deferral / active EE | $1,355 | $2,091-35.2% | $2,794-51.5% | $3,203-57.7% |
| Admin fee / account holder | $2,947 | $3,771-21.9% | $4,815-38.8% | $4,296-31.4% |