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 | $190,677 | $85,766+122.3% | $136,294+39.9% | $70,131+171.9% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 12.69% | 31.45%-18.8pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $3,248 | $2,966+9.5% | $4,695-30.8% | $2,342+38.6% |
| Participant deferral / active EE | $6,960 | $5,051+37.8% | $6,247+11.4% | $3,332+108.9% |
| Admin fee / account holder | $1,852 | $5,420-65.8% | $9,243-80.0% | $4,645-60.1% |