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 | $85,681 | $100,041-14.4% | $149,718-42.8% | $70,131+22.2% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 11.08% | 27.43%-16.3pp | 1501.63%-1490.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $2,896 | $3,662-20.9% | $5,445-46.8% | $2,342+23.7% |
| Participant deferral / active EE | $4,369 | $4,983-12.3% | $6,569-33.5% | $3,332+31.1% |
| Admin fee / account holder | $19,247 | $8,286+132.3% | $11,283+70.6% | $4,645+314.3% |