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 | $176,682 | $100,041+76.6% | $149,718+18.0% | $70,131+151.9% |
| Participation rate | 98.3% | 83.6%+14.7pp | 87.1%+11.2pp | 69.5%+28.7pp |
| Annual return | 12.30% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $7,037 | $3,662+92.2% | $5,445+29.2% | $2,342+200.4% |
| Participant deferral / active EE | $5,080 | $4,983+2.0% | $6,569-22.7% | $3,332+52.5% |
| Admin fee / account holder | $13,042 | $8,286+57.4% | $11,283+15.6% | $4,645+180.8% |