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 | $132,250 | $109,359+20.9% | $162,163-18.4% | $72,985+81.2% |
| Participation rate | 84.3% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 16.81% | 25.46%-8.6pp | 115.59%-98.8pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,550 | $3,907-34.7% | $5,614-54.6% | $2,440+4.5% |
| Participant deferral / active EE | $5,140 | $5,481-6.2% | $7,298-29.6% | $3,607+42.5% |
| Admin fee / account holder | $2,980 | $7,972-62.6% | $10,843-72.5% | $5,124-41.9% |