Filed June 15, 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 | $57,479 | $138,347-58.5% | $184,203-68.8% | $80,856-28.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.6%+2.4pp |
| Annual return | 10.27% | 20.02%-9.8pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,217 | $4,850-54.3% | $6,427-65.5% | $2,755-19.5% |
| Participant deferral / active EE | $3,127 | $7,071-55.8% | $9,131-65.8% | $4,296-27.2% |
| Admin fee / account holder | $5,082 | $10,483-51.5% | $13,901-63.4% | $6,918-26.5% |