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 | $179,106 | $150,440+19.1% | $136,294+31.4% | $147,584+21.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.81% | 1049.08%-1043.3pp | 5155.94%-5150.1pp | 578.55%-572.7pp |
| Employer contribution / active EE | $4,514 | $5,256-14.1% | $4,695-3.9% | $4,876-7.4% |
| Participant deferral / active EE | $16,963 | $6,630+155.8% | $6,247+171.5% | $5,439+211.9% |
| Admin fee / account holder | $7,118 | $10,905-34.7% | $9,243-23.0% | $10,885-34.6% |