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 | $210,674 | $181,894+15.8% | $156,549+34.6% | $273,961-23.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.80% | 30.74%-32.5pp | 32.23%-34.0pp | 41.45%-43.3pp |
| Employer contribution / active EE | $9,725 | $6,248+55.7% | $5,501+76.8% | $4,869+99.8% |
| Participant deferral / active EE | $5,459 | $5,550-1.6% | $4,871+12.1% | $5,287+3.3% |
| Admin fee / account holder | $17,196 | $15,559+10.5% | $13,027+32.0% | $10,132+69.7% |