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 | $122,048 | $189,613-35.6% | $167,512-27.1% | $142,382-14.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.40% | 2024.68%-2015.3pp | 1615.79%-1606.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $16,651 | $4,349+282.9% | $3,882+329.0% | $4,299+287.3% |
| Participant deferral / active EE | $27,027 | $6,981+287.1% | $6,405+322.0% | $6,507+315.3% |
| Admin fee / account holder | $196,867 | $10,528+1769.9% | $9,769+1915.2% | $12,624+1459.5% |