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 | $137,279 | $88,634+54.9% | $101,326+35.5% | $74,304+84.8% |
| Participation rate | 87.0% | 76.9%+10.1pp | 81.5%+5.5pp | 60.3%+26.6pp |
| Annual return | 10.72% | 33.10%-22.4pp | 36.82%-26.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $4,267 | $2,930+45.6% | $3,665+16.4% | $2,241+90.4% |
| Participant deferral / active EE | $3,428 | $7,322-53.2% | $7,994-57.1% | $3,767-9.0% |
| Admin fee / account holder | $2,177 | $2,425-10.3% | $11,185-80.5% | $2,969-26.7% |