Filed August 23, 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 | $173,650 | $148,978+16.6% | $200,582-13.4% | $84,808+104.8% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 11.72% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,473 | $4,815-27.9% | $6,419-45.9% | $2,631+32.0% |
| Participant deferral / active EE | $4,952 | $7,142-30.7% | $9,331-46.9% | $4,212+17.6% |
| Admin fee / account holder | $83,512 | $13,977+497.5% | $16,305+412.2% | $7,344+1037.2% |