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 | $187,719 | $89,355+110.1% | $141,162+33.0% | $72,985+157.2% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 0.70% | 111.85%-111.1pp | 71.39%-70.7pp | 81.00%-80.3pp |
| Employer contribution / active EE | $3,000 | $3,114-3.7% | $4,735-36.6% | $2,440+23.0% |
| Participant deferral / active EE | $5,345 | $5,418-1.4% | $6,709-20.3% | $3,607+48.2% |
| Admin fee / account holder | $12,299 | $5,958+106.4% | $10,261+19.9% | $5,124+140.0% |