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 | $175,724 | $80,717+117.7% | $154,803+13.5% | $84,808+107.2% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 8.94% | 37.96%-29.0pp | 58.88%-49.9pp | 40.90%-32.0pp |
| Employer contribution / active EE | $10,300 | $2,761+273.0% | $4,305+139.2% | $2,631+291.5% |
| Participant deferral / active EE | $6,685 | $3,303+102.4% | $5,540+20.7% | $4,212+58.7% |
| Admin fee / account holder | $18,617 | $6,746+176.0% | $14,329+29.9% | $7,344+153.5% |