Filed October 19, 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 | $41,080 | $101,724-59.6% | $164,813-75.1% | $80,856-49.2% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+2.0pp | 67.6%+12.9pp |
| Annual return | 8.42% | 16.72%-8.3pp | 69.93%-61.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,859 | $4,477-36.2% | $6,031-52.6% | $4,296-33.5% |
| Admin fee / account holder | $851 | $8,227-89.7% | $12,690-93.3% | $6,918-87.7% |