Filed December 20, 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 | $27,622 | $183,519-84.9% | $155,509-82.2% | $145,922-81.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.24% | 61.17%-54.9pp | 64.67%-58.4pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,256 | $5,313-76.4% | $4,672-73.1% | $4,660-73.0% |
| Participant deferral / active EE | $4,765 | $6,462-26.3% | $5,626-15.3% | $6,688-28.7% |
| Admin fee / account holder | $853 | $19,313-95.6% | $15,912-94.6% | $13,397-93.6% |