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 | $150,109 | $109,817+36.7% | $98,442+52.5% | $167,490-10.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.77% | 1956.69%-1947.9pp | 1492.73%-1484.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $21,093 | $3,224+554.3% | $2,960+612.6% | $4,837+336.0% |
| Participant deferral / active EE | $3,510 | $4,673-24.9% | $4,276-17.9% | $6,341-44.6% |
| Admin fee / account holder | $1,668 | $6,753-75.3% | $5,949-72.0% | $12,309-86.5% |