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 | $64,783 | $57,281+13.1% | $86,612-25.2% | $75,163-13.8% |
| Participation rate | 92.4% | 63.2%+29.2pp | 71.7%+20.7pp | 67.2%+25.2pp |
| Annual return | -0.79% | 2670.75%-2671.5pp | 591.07%-591.9pp | 160.62%-161.4pp |
| Employer contribution / active EE | $826 | $2,314-64.3% | $3,022-72.7% | $2,670-69.0% |
| Participant deferral / active EE | $2,940 | $3,318-11.4% | $4,438-33.8% | $4,125-28.7% |
| Admin fee / account holder | $47,239 | $4,112+1048.9% | $5,614+741.4% | $5,651+736.0% |