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 | $221,256 | $92,985+137.9% | $153,485+44.2% | $80,856+173.6% |
| Participation rate | 96.0% | 69.0%+27.0pp | 77.1%+18.9pp | 67.6%+28.4pp |
| Annual return | 10.78% | 19.95%-9.2pp | 15.65%-4.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $9,651 | $3,507+175.2% | $5,039+91.5% | $2,755+250.3% |
| Participant deferral / active EE | $14,663 | $5,178+183.2% | $6,757+117.0% | $4,296+241.3% |
| Admin fee / account holder | $26,610 | $8,880+199.7% | $12,724+109.1% | $6,918+284.7% |