Filed August 31, 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 | $63,657 | $87,841-27.5% | $133,980-52.5% | $62,891+1.2% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 5.14% | 12.05%-6.9pp | 29.30%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,817 | $3,483-19.1% | $5,211-45.9% | $2,281+23.5% |
| Participant deferral / active EE | $3,602 | $4,812-25.1% | $6,282-42.7% | $3,203+12.5% |
| Admin fee / account holder | $1,780 | $5,371-66.9% | $9,324-80.9% | $4,296-58.6% |