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 | $100,488 | $56,897+76.6% | $84,750+18.6% | $62,891+59.8% |
| Participation rate | 82.8% | 68.5%+14.3pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 4.09% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,931 | $2,400-19.5% | $3,574-46.0% | $2,281-15.3% |
| Participant deferral / active EE | $4,047 | $2,709+49.4% | $3,712+9.0% | $3,203+26.4% |
| Admin fee / account holder | $7,367 | $3,581+105.7% | $5,332+38.2% | $4,296+71.5% |