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 | $166,763 | $69,977+138.3% | $108,579+53.6% | $62,891+165.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -1.90% | 10.73%-12.6pp | -51.70%+49.8pp | 20.14%-22.0pp |
| Employer contribution / active EE | $3,733 | $2,135+74.8% | $3,758-0.7% | $2,281+63.6% |
| Participant deferral / active EE | $4,392 | $3,165+38.8% | $4,311+1.9% | $3,203+37.1% |
| Admin fee / account holder | $6,583 | $5,076+29.7% | $7,645-13.9% | $4,296+53.3% |