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 | $130,115 | $52,953+145.7% | $172,739-24.7% | $65,185+99.6% |
| Participation rate | 97.2% | 66.2%+31.1pp | 82.6%+14.6pp | 70.2%+27.0pp |
| Annual return | 3.76% | 30.12%-26.4pp | 802.84%-799.1pp | 29.38%-25.6pp |
| Employer contribution / active EE | $746 | $2,190-65.9% | $5,143-85.5% | $2,177-65.7% |
| Participant deferral / active EE | $5,693 | $2,471+130.4% | $5,198+9.5% | $3,514+62.0% |
| Admin fee / account holder | $11,934 | $472+2428.9% | $13,954-14.5% | $847+1308.9% |