Filed January 20, 2005
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 | $184,881 | $124,281+48.8% | $109,143+69.4% | $167,490+10.4% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 8.57% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $3,986 | $4,207-5.3% | $3,722+7.1% | $4,837-17.6% |
| Participant deferral / active EE | $7,647 | $5,255+45.5% | $4,653+64.3% | $6,341+20.6% |
| Admin fee / account holder | $23,762 | $7,970+198.2% | $6,752+251.9% | $12,309+93.0% |