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 | $67,868 | $54,705+24.1% | $71,209-4.7% | $84,808-20.0% |
| Participation rate | 91.4% | 64.1%+27.3pp | 73.8%+17.6pp | 68.3%+23.0pp |
| Annual return | 13.22% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $617 | $2,158-71.4% | $2,721-77.3% | $2,631-76.6% |
| Participant deferral / active EE | $3,769 | $3,030+24.4% | $4,175-9.7% | $4,212-10.5% |
| Admin fee / account holder | $3,908 | $4,863-19.6% | $5,349-26.9% | $7,344-46.8% |