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 9-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 | $171,410 | $183,963-6.8% | $162,163+5.7% | $152,861+12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.91% | 150.76%-147.9pp | 115.59%-112.7pp | 345.32%-342.4pp |
| Employer contribution / active EE | $10,958 | $6,371+72.0% | $5,614+95.2% | $4,762+130.1% |
| Participant deferral / active EE | $7,805 | $8,034-2.8% | $7,298+7.0% | $5,850+33.4% |
| Admin fee / account holder | $58,800 | $13,121+348.1% | $10,843+442.3% | $11,596+407.1% |