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 | $193,161 | $98,750+95.6% | $149,696+29.0% | $79,858+141.9% |
| Participation rate | 96.7% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 0.12% | 27.43%-27.3pp | 276.60%-276.5pp | 31.71%-31.6pp |
| Employer contribution / active EE | $3,121 | $3,216-3.0% | $4,644-32.8% | $2,471+26.3% |
| Participant deferral / active EE | $7,244 | $5,680+27.5% | $6,842+5.9% | $3,740+93.7% |
| Admin fee / account holder | $5,663 | $6,053-6.4% | $9,309-39.2% | $5,306+6.7% |