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 | $161,057 | $135,952+18.5% | $123,892+30.0% | $273,961-41.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.12% | 56.63%-61.7pp | 47.52%-52.6pp | 41.45%-46.6pp |
| Employer contribution / active EE | $3,638 | $5,170-29.6% | $4,617-21.2% | $4,869-25.3% |
| Participant deferral / active EE | $10,107 | $6,343+59.3% | $5,984+68.9% | $5,287+91.2% |
| Admin fee / account holder | $3,747 | $9,817-61.8% | $8,357-55.2% | $10,132-63.0% |