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 | $104,691 | $148,978-29.7% | $200,582-47.8% | $84,808+23.4% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 13.10% | 28.16%-15.1pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,417 | $4,815+12.5% | $6,419-15.6% | $2,631+105.9% |
| Participant deferral / active EE | $3,470 | $7,142-51.4% | $9,331-62.8% | $4,212-17.6% |
| Admin fee / account holder | $7,245 | $13,977-48.2% | $16,305-55.6% | $7,344-1.3% |