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 | $118,232 | $82,664+43.0% | $125,339-5.7% | $68,494+72.6% |
| Participation rate | 86.2% | 75.0%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -23.16% | -5.97%-17.2pp | 572.05%-595.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,958 | $3,381-42.1% | $4,814-59.3% | $2,596-24.6% |
| Participant deferral / active EE | $8,567 | $6,110+40.2% | $7,446+15.0% | $4,027+112.7% |
| Admin fee / account holder | $9,155 | $6,275+45.9% | $10,010-8.5% | $5,403+69.5% |