Filed August 27, 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 | $197,377 | $180,028+9.6% | $138,135+42.9% | $158,922+24.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 2.75% | 21.68%-18.9pp | 20.51%-17.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $3,114 | $7,470-58.3% | $5,587-44.3% | $4,761-34.6% |
| Participant deferral / active EE | $7,259 | $7,717-5.9% | $6,431+12.9% | $5,982+21.3% |
| Admin fee / account holder | $54,616 | $17,912+204.9% | $11,856+360.7% | $11,246+385.7% |