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 | $83,304 | $91,190-8.6% | $178,490-53.3% | $79,858+4.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.12% | 24.19%-17.1pp | 151.07%-143.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $3,615 | $3,256+11.0% | $5,011-27.9% | $2,471+46.3% |
| Participant deferral / active EE | $2,332 | $3,236-27.9% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $2,628 | $6,751-61.1% | $13,984-81.2% | $5,306-50.5% |