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 | $75,781 | $85,202-11.1% | $172,739-56.1% | $72,985+3.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.22% | 27.32%-22.1pp | 802.84%-797.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $3,848 | $3,324+15.8% | $5,143-25.2% | $2,440+57.7% |
| Participant deferral / active EE | $2,470 | $3,260-24.2% | $5,198-52.5% | $3,607-31.5% |
| Admin fee / account holder | $1,061 | $5,884-82.0% | $13,954-92.4% | $5,124-79.3% |