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 | $44,841 | $197,591-77.3% | $177,821-74.8% | $158,922-71.8% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 4.47% | 58.76%-54.3pp | 48.32%-43.9pp | 302.83%-298.4pp |
| Employer contribution / active EE | $3,552 | $6,697-47.0% | $5,918-40.0% | $4,761-25.4% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,005 | $15,399-67.5% | $12,427-59.7% | $11,246-55.5% |