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 | $74,013 | $209,336-64.6% | $197,124-62.5% | $137,256-46.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.55% | 48.09%-39.5pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,662 | $6,591-74.8% | $6,227-73.3% | $4,156-60.0% |
| Participant deferral / active EE | $4,741 | $9,614-50.7% | $9,135-48.1% | $6,407-26.0% |
| Admin fee / account holder | $4,845 | $17,308-72.0% | $16,298-70.3% | $12,270-60.5% |