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 | $61,739 | $84,233-26.7% | $170,442-63.8% | $70,131-12.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.84% | 23.06%-13.2pp | 205.93%-196.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,476 | $3,387+2.6% | $5,433-36.0% | $2,342+48.4% |
| Participant deferral / active EE | $2,444 | $3,086-20.8% | $4,939-50.5% | $3,332-26.6% |
| Admin fee / account holder | $9,192 | $5,698+61.3% | $13,880-33.8% | $4,645+97.9% |