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 | $69,037 | $110,094-37.3% | $151,611-54.5% | $68,494+0.8% |
| Participation rate | 93.9% | 84.0%+10.0pp | 87.5%+6.4pp | 67.9%+26.1pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,856 | $4,471-36.1% | $6,166-53.7% | $2,596+10.0% |
| Participant deferral / active EE | $5,412 | $6,527-17.1% | $8,363-35.3% | $4,027+34.4% |
| Admin fee / account holder | $2,202 | $7,719-71.5% | $11,616-81.0% | $5,403-59.2% |