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 | $176,565 | $201,259-12.3% | $184,200-4.1% | $145,959+21.0% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 9.52% | 28.98%-19.5pp | 28.80%-19.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,036 | $7,018-56.7% | $6,424-52.7% | $4,661-34.9% |
| Participant deferral / active EE | $4,103 | $9,806-58.2% | $9,132-55.1% | $6,689-38.7% |
| Admin fee / account holder | $1,193 | $16,372-92.7% | $13,907-91.4% | $13,398-91.1% |