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 | $82,879+65.6% | $96,576+42.1% | $67,986+101.9% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.4%+5.5pp | 57.2%+29.7pp |
| Annual return | 10.72% | 36.90%-26.2pp | 38.47%-27.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $4,267 | $2,727+56.5% | $3,553+20.1% | $2,019+111.4% |
| Participant deferral / active EE | $3,428 | $6,976-50.9% | $7,956-56.9% | $3,358+2.1% |
| Admin fee / account holder | $2,177 | $2,783-21.8% | $11,381-80.9% | $3,203-32.1% |