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 | $148,938 | $209,832-29.0% | $189,513-21.4% | $167,490-11.1% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 7.30% | 748.27%-741.0pp | 555.15%-547.8pp | 478.56%-471.3pp |
| Employer contribution / active EE | $7,029 | $6,914+1.7% | $6,162+14.1% | $4,837+45.3% |
| Participant deferral / active EE | $4,099 | $8,935-54.1% | $8,221-50.1% | $6,341-35.4% |
| Admin fee / account holder | $2,275 | $14,293-84.1% | $12,045-81.1% | $12,309-81.5% |