Filed October 19, 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 | $134,868 | $76,552+76.2% | $123,892+8.9% | $62,891+114.4% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 4.71% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $744 | $2,883-74.2% | $4,617-83.9% | $2,281-67.4% |
| Participant deferral / active EE | $6,445 | $4,840+33.2% | $5,984+7.7% | $3,203+101.2% |
| Admin fee / account holder | $11,114 | $4,826+130.3% | $8,357+33.0% | $4,296+158.7% |